Audio Play/Pause Button Listen Live

Planning Your Business Exit with Edward Jones | Aug. 19, 2025

Aug 19, 2025 at 11:23 am by Producer



In Today’s Episode: Bryan Barrett talks with Lee Colvin, Edward Jones financial advisor on planning your business exit.

  • Exploring how business owners can prepare for a successful exit strategy.

  • Why planning early helps protect the value of your business and ensure financial security.

  • Key steps like understanding your company’s value, identifying financial gaps, and boosting value through growth or efficiencies.

  • Succession planning: family members, partners, or outside buyers.

  • How proactive planning puts you in control of both your business future and your retirement.