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Adam Koos with Elevate and Exit on Building a Transition Plan (and More)

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Manage episode 464808366 series 2864315
Content provided by John & Jessica Martinka and Jessica Martinka. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John & Jessica Martinka and Jessica Martinka or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Adam Koos is the founder of Libertas Wealth Management Group and Elevate and Exit, which helps owners build a 12-step transition plan.

Given studies show:

  1. 80% of a majority of business owners wealth is the value of their business and,
  2. 80% of businesses don't sell (FYI, this is not true for mature, profitable, and fairly priced businesses).
  3. Any increase in profits and the multiple will aid in selling the company.

Adam's advice includes don't procrastinate on getting informed and educated, involve family, and start a plan.

You can see more about and reach Adam at https://www.libertaswealth.com/ and/or https://www.elevateandexit.com/.

John Martinka
Jessica Martinka
Contact us via either website or give us a call and be sure to check out our videos
https://nokomisadvisory.com/
https://www.martinkaconsulting.com/
https://www.youtube.com/c/JohnAMartinka/videos
425-515-4903

  continue reading

162 episodes

Artwork
iconShare
 
Manage episode 464808366 series 2864315
Content provided by John & Jessica Martinka and Jessica Martinka. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John & Jessica Martinka and Jessica Martinka or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Adam Koos is the founder of Libertas Wealth Management Group and Elevate and Exit, which helps owners build a 12-step transition plan.

Given studies show:

  1. 80% of a majority of business owners wealth is the value of their business and,
  2. 80% of businesses don't sell (FYI, this is not true for mature, profitable, and fairly priced businesses).
  3. Any increase in profits and the multiple will aid in selling the company.

Adam's advice includes don't procrastinate on getting informed and educated, involve family, and start a plan.

You can see more about and reach Adam at https://www.libertaswealth.com/ and/or https://www.elevateandexit.com/.

John Martinka
Jessica Martinka
Contact us via either website or give us a call and be sure to check out our videos
https://nokomisadvisory.com/
https://www.martinkaconsulting.com/
https://www.youtube.com/c/JohnAMartinka/videos
425-515-4903

  continue reading

162 episodes

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