ABOUT THIS EPISODE
They say that when you first get into business, you should already be thinking about how you'll eventually exit your business. In this episode of Frank Wealth Insights, Frank Fantozzi explains this concept and takes a deep dive into business exit strategy. When is the best time to sell? What strategies work best? How should business owners prepare? Hear Frank cover all this and more in today’s episode.
Frank Fantozzi (CPA, MST, PFS, CDFA, AIF®, CEPA) is the President and Founder of Return on Life Wealth Partners. To learn more about the firm’s approach to planning and wealth management, visit ReturnOnLifeWealth.com or call 440-740-0130 to schedule a conversation with one of our team members.
IMPORTANT DISCLOSURES
Investment advisory services are offered through Planned Financial Services, LLC, dba Return
on Life Wealth Partners, an SEC-Registered Investment Adviser.
The views and opinions expressed in this podcast are for general informational and educational
purposes only and do not constitute specific financial, legal, investment, or tax advice. Listeners
should consult with a qualified professional before making any financial decisions.
The views expressed are those of the participants as of the date of recording and may change
without notice. Discussions may include forward-looking statements based on current beliefs
and assumptions, which are subject to risks and uncertainties.
Any forward-looking statements or references to potential outcomes are based on assumptions
and estimates and are subject to change. Past performance is not indicative of future results.
This podcast does not constitute an offer to buy or sell securities or financial instruments. Any
mention of third-party organizations or individuals is for informational purposes only and does
not imply endorsement, affiliation, or compensation.
This content may not be copied, reproduced, or distributed without the express written consent
of Return on Life Wealth Partners.
For more information about our firm, services, and full disclosures, please refer to our Form
ADV Part 2A Brochure, available upon request, or at https://www.adviserinfo.sec.gov.
Frank Fantozzi (CPA, MST, PFS, CDFA, AIF®, CEPA) is the President and Founder of Return on Life Wealth Partners. To learn more about the firm’s approach to planning and wealth management, visit ReturnOnLifeWealth.com or call 440-740-0130 to schedule a conversation with one of our team members.
IMPORTANT DISCLOSURES
Investment advisory services are offered through Planned Financial Services, LLC, dba Return
on Life Wealth Partners, an SEC-Registered Investment Adviser.
The views and opinions expressed in this podcast are for general informational and educational
purposes only and do not constitute specific financial, legal, investment, or tax advice. Listeners
should consult with a qualified professional before making any financial decisions.
The views expressed are those of the participants as of the date of recording and may change
without notice. Discussions may include forward-looking statements based on current beliefs
and assumptions, which are subject to risks and uncertainties.
Any forward-looking statements or references to potential outcomes are based on assumptions
and estimates and are subject to change. Past performance is not indicative of future results.
This podcast does not constitute an offer to buy or sell securities or financial instruments. Any
mention of third-party organizations or individuals is for informational purposes only and does
not imply endorsement, affiliation, or compensation.
This content may not be copied, reproduced, or distributed without the express written consent
of Return on Life Wealth Partners.
For more information about our firm, services, and full disclosures, please refer to our Form
ADV Part 2A Brochure, available upon request, or at https://www.adviserinfo.sec.gov.
English
United States
TRANSCRIPT 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
SEARCH PAST EPISODES
Search past episodes of Frank Wealth Insights.
OTHER EPISODES IN THIS PODCAST
On this episode of Frank Wealth Insights, Frank Fantozzi is joined by Wealth Advisor Danielle LeChard, CFP®, to explore what high-net-worth families might consider when selecting a financial advisor. They discuss factors that may influence the decision-making process—such as professional background…
Here’s a hard truth: Many family businesses struggle to make it to the 2nd and 3rd generation — not because the business isn’t viable, but because the planning isn’t clear. In this episode of Frank Wealth Insights, Frank Fantozzi dives into what can get in the way, what to watch for, and how to kee…
On this episode of Frank Wealth Insights, Frank Fantozzi is joined by Wealth Advisor Chelsea Hussey (CLU®, ChFC®, CFP®) to explore how women can approach their financial lives with clarity and intention. They discuss key financial considerations—including earning strategies, investing habits, long-…
On this episode of Frank Wealth Insights, Frank Fantozzi explores an important topic for executives and business owners: how to use executive compensation and key employee retention tools (also called “golden handcuffs”) to attract, retain, and reward top talent.
He’ll break down popular strategies…
Disclaimer: The podcast and artwork embedded on this page are from Frank Fantozzi, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
EDIT
Thank you for helping to keep the podcast database up to date.
