Month: March 2026
What’s Your Number? The Key to Selling Your Business Without Regret (Ep. 27 | Pt. 3)

What’s Your Number? The Key to Selling Your Business Without Regret (Ep. 27 | Pt. 3)

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Thinking about selling a business is one thing; knowing what you actually need from it is another.

How do you move from guessing a number to having greater clarity about your financial future and lifestyle?

In this episode, Dan Reese breaks down Part 3 of the business exit series, focused on defining “your number” through personal financial planning. He explains how business owners can identify their true financial needs, account for concentration risk, and understand the gap between what they have and what they may need. The conversation also highlights the importance of tax planning, building the right advisory team, and preparing well in advance to help reduce the likelihood of costly mistakes and uncertainty.

Key takeaways:

  • Why business owners should not rely on rough estimates when deciding how much they need from a sale
  • How personal financial planning can reveal true lifestyle costs and hidden benefits from a business
  • The role of concentration risk when most wealth is tied to a single company asset
  • Why taxes and deal structure can significantly reduce what you actually receive after a sale
  • How having the right team helps improve clarity and support more informed decision-making
  • And more!

Resources:

Connect with Dan Reese CFP®:

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Life After the Sale: Designing Your Next Chapter Before You Exit (Ep. 26 | Pt. 2)

Life After the Sale: Designing Your Next Chapter Before You Exit (Ep. 26 | Pt. 2)

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What happens when the title you have carried for decades suddenly disappears? How do you prepare for the emotional shift that comes after stepping away from your business?

In this episode, Dan Reese, CFP®, continues the business exit series by focusing on the personal side of transition. He explains why identity, routine, and purpose play such a critical role in life after a sale. Dan shares practical exercises to help business owners design their ideal week, align with their spouse, and prepare emotionally for what comes next. He also discusses research suggesting that many owners experience regret after selling and how intentional planning may help reduce the likelihood of regret.

Key takeaways:

  • Why identity transition is one of the biggest hurdles after selling a business
  • How routine and decision-making impact emotional well-being in retirement
  • The importance of lifestyle design and structuring your ideal week
  • Why spousal alignment and family communication matter before exiting
  • How proactive exit planning strategies can help business owners prepare emotionally and financially for transition
  • And more!

Resources:

Connect with Dan Reese CFP®:

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Value Acceleration vs. Succession Planning for Business Owners (Ep. 25 | Pt. 1)

Value Acceleration vs. Succession Planning for Business Owners (Ep. 25 | Pt. 1)

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Thinking about stepping away from your business someday? The real question is whether you are preparing to leave or preparing to grow.

In this episode, Dan Reese, CFP®, kicks off a multi-episode series on exit planning for business owners. He introduces the concept of value acceleration as a proactive alternative to traditional succession planning and explains why many owners may overestimate what their business is worth while underestimating how much they rely on it financially. Dan breaks down the three legs of the stool, business value, financial planning, and personal purpose, and outlines practical first steps that may help strengthen each area before making any exit decisions.

Key takeaways:

  • Why value acceleration differs from simple succession planning for business owners
  • How most owners misjudge business value and overlook financial blind spots
  • The importance of recurring revenue, leadership depth, and reduced buyer risk
  • Why personal planning is critical to help avoid dissatisfaction after exiting
  • Practical first steps, including business valuation and financial planning review
  • And more!

Resources:

Connect with Dan Reese CFP®:

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