พอดคาสท์ Vital Strategies ชั้นนำ (2024)

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058 | Retention, Conversion, and Growth: Borja Cuan’s Ultimate Marketing Formula 56:20

6d ago56:20

56:20

Are you struggling to see the returns you want from your marketing efforts? What’s the missing piece in your strategy? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Borja Cuan, the founder of Four15 Digital, to discuss how businesses can evolve their marketing strategies to achieve real, measurable out…

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057 | How to Manage Big Capital Gain Tax Bills: Brett Swarts Breaks Down Deferred Sales Trusts 55:40

13d ago55:40

55:40

What if you could sell your assets, avoid capital gains tax, and still unlock financial freedom? In this episode of The Vital Wealth Strategies Podcast, host Patrick Lonergan dives into the revolutionary strategy of deferred sales trusts with Brett Swarts, a #1 best-selling author of Building a Capital Gains Tax Exit Plan and host of the Built It t…

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056 | The Psychology of Investing: Jonathan Blau on Navigating Market Ups and Downs with Jonathan Blau 37:18

20d ago37:18

37:18

Have you ever wondered why, even with all the right information, investment decisions can sometimes feel like a rollercoaster ride? On this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan explores this question with special guest Jonathan Blau, Owner and CEO of Fusion Family Wealth. Jonathan is a renowned expert in behavioral …

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055 | Why Mental Health Matters for Your Bottom Line with Dr. Joe 54:32

27d ago54:32

54:32

Are you giving mental health the same attention as other top priorities in your business? In this episode of The Vital Strategies Podcast. Host Patrick Lonergan is joined by Dr. Joe, a mental health advocate and expert working with the National Alliance on Mental Illness (NAOMI). Dr. Joe brings valuable insight into the role that mental health play…

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054 | Unlock Real Estate Profits Without Being a Landlord: The Power of Non-Performing Notes with Scott Carson 51:06

1M ago51:06

51:06

What if you could invest in real estate with less risk and more control than traditional property ownership? In this episode of the Vital Strategies Podcast, we dive into the world of buying non-performing mortgage notes—a unique investment strategy that allows you to purchase distressed debt and turn it into a profitable asset. Scott Carson, a sea…

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053 | Maximize Your Workforce: Shauna Wekherlien’s Guide to Strategic Outsourcing 55:17

1M ago55:17

55:17

Are you leveraging the full potential of global talent to elevate your business? In this eye-opening episode of the Vital Strategies Podcast, host Patrick Lonergan welcomes back Shauna Wekherlien, who has a number of successful businesses. She has decades of expertise in tax strategy and leading a global team, Shauna dives into the transformative p…

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052 | How to Pivot Your Business and Thrive During a Crisis with Nancy Cutter 1:02:13

2M ago1:02:13

1:02:13

How did one travel company not only survive COVID-19 but come out stronger? In this episode of the Vital Strategies Podcast, host, Patrick Lonergan sits down with Nancy Cutter, founder of Court Travel and a leader in the luxury travel industry. Nancy shares her incredible story of resilience and innovation, pivoting her business during the COVID-19…

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051 | How to Get Out From Under Tax Debt: Expert Advice You Need with Carlos Samaniego 56:05

2M ago56:05

56:05

What happens when you ignore the IRS? Spoiler: It only gets worse. In this episode of the Vital Strategies Podcast, I sit down with tax resolution expert and IRS Enrolled Agent, Carlos Samaniego, to uncover the often overlooked but critical issue of unresolved tax debt. Carlos, founder of Tax Debt Consultants LLC, dives into his personal journey ab…

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050 | Why Your Business Isn’t Scaling—and How to Fix It with Nolan Bradbury 48:33

2M ago48:33

48:33

Do you know what’s stopping your business from hitting the next level? In this episode of the Vital Strategies Podcast, we’re tackling one of the biggest frustrations for business owners: hitting a plateau and not knowing how to break through. If you’ve ever wondered why your business isn’t reaching that next milestone, this conversation with Nolan…

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049 | The Shocking Truth About Lost Productivity and How to Reverse It with Andrew Ronchetto 1:01:34

2M ago1:01:34

1:01:34

In this episode of the Vital Strategies Podcast, I’m joined by Andrew Ronchetto to explore how improving employee wellness can drive productivity and boost your bottom line. Did you know companies are losing up to a trillion dollars annually due to lack of productivity? What if the solution lies in something as simple as taking better care of your …

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048 | How to Make Your Business More Valuable – The Blueprint for Maximizing Enterprise Value 55:43

3M ago55:43

55:43

What’s the secret to building enterprise value that lasts beyond you, the owner? In this episode of the Vital Strategies Podcast, host Patrick Lonergan sits down with Pete Worrell, author of Enterprise Value and a leading figure in the entrepreneurial community. Pete specializes in helping entrepreneurs increase the value of their companies by focu…

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047 | How to Crack the Tax Code: The Tax Goddess on Cutting Taxes and Building Empires 51:00

3M ago51:00

51:00

How to Crack the Tax Code: The Tax Goddess on Cutting Taxes and Building Empires What if you could cut your tax rate to 6.92%—or even lower? In this episode of the Vital Strategies Podcast, host Patrick Lonergan is joined by tax expert Shauna Wekherlien, founder of Tax Goddess Business Services. With over $1.57 billion in tax savings for her client…

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046 | The Secrets to Building a Valuable Business with Sal Marino 44:43

3M ago44:43

44:43

Is your business set up for long-term success, or are you just chasing short-term wins? In this episode of the Vital Strategies Podcast, host Patrick Lonergan sits down with Sal Marino, who has worn many executive level hats from operations to sales at Charles IT. We explore the fundamental strategies that have fueled the company’s consistent 20-30…

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045 | How to Crack the Code to Sales Success: What Top Performers Do Differently 1:00:18

3M ago1:00:18

1:00:18

What if the key to sales success lies in mastering just three critical elements? In today’s episode of the Vital Strategies Podcast, host Patrick Lonergan sits down with Mark Cox, founder of In the Funnel Sales Coaching, author and a leading expert in sales strategy. We dive into the key ingredients for sales success, focusing on how to build a str…

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044 | How to Turn Your Marketing and Branding into a Revenue Machine: Eddie Maalouf’s Strategy 39:56

3M ago39:56

39:56

What’s the key to driving revenue in today’s rapidly evolving market? In the latest episode of the Vital Strategies Podcast, host, Patrick Lonergan sits down with one of the most dynamic and forward-thinking business owners. Eddie Maalouf isn't afraid to take bold steps, measure outcomes, and iterate quickly—traits that have propelled business succ…

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043 | Investing in Oil & Gas: The Untapped Advantages You’re Missing 47:56

4M ago47:56

47:56

Oil and gas investments could unlock powerful cash flow and tax benefits for your portfolio! Patrick Lonergan sits down with Matthew Iak, Executive Vice President of U.S. Energy Development Corporation, to dive into the world of oil and gas investments and the unique opportunities they offer. With over $1.6 billion in capital raised under his leade…

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042 | Build and Scale an Empire: Jody Grunden's Blueprint for Success 48:24

4M ago48:24

48:24

Have you ever wondered how digital companies can stay financially strong while adapting to a fully remote environment? In this episode of the Vital Strategies Podcast, host Patrick Lonergan is joined by Jody Grunden, an expert in financial management. Jody shares insights from his books "Digital Dollars and Cents" and "Building the Virtual CFO Firm…

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041 | The Art of the Deal: Negotiation Secrets to Create Massive Value 35:28

4M ago35:28

35:28

Could the key to your next big win be hidden in the language you use during negotiations? In today’s episode of the Vital Strategies Podcast, we dig deep into the art of negotiation, uncovering strategies that have contributed to over $100 million in successful real estate and business deals. We break down the four essential components of crafting …

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040 | From Habits to Health: Expert Tips for Total Wellness 29:18

4M ago29:18

29:18

What Are the Secrets to Ultimate Health and Wellness? Dive into this special collaborative episode of the Vital Strategies Podcast where we bring together the wisdom and experiences of four incredible guest experts, each sharing their unique perspectives on health and wellness. This episode is packed with actionable insights and transformative idea…

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039 | Business Entities Uncovered: Benefits, Liabilities, and IRS Requirements 24:59

5M ago24:59

24:59

Curious about which business entity is right for you? In this episode of the Vital Strategies Podcast, host Patrick Lonergan digs deep into the intricacies of entity selection for entrepreneurs. The episode covers the essential types of business entities, including sole proprietorships, partnerships, LLCs, corporations (both C-corp and S-corp elect…

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038 | How to Work Less and Experience Exponential Growth with Steven Neuner 41:46

5M ago41:46

41:46

If you are curious how to have 150 days (about 5 months) a year off from work and still see exponential business and personal growth you are in for a treat. Steven shares his perspectives about the secrets behind building a championship team and empowering people to reach their full potential. In this episode of the Vital Strategies Podcast, host P…

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037 | AI for Entrepreneurs: Boosting Productivity and Innovation 16:53

5M ago16:53

16:53

Want to learn how top entrepreneurs are leveraging AI to stay ahead of the curve? Today we’re diving into the transformative world of Artificial Intelligence (AI). AI is more than a buzzword; it’s a powerful tool that can revolutionize your business operations. In this episode, we explore practical applications of AI and share real-life success sto…

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036 | From Burnout to Breakthrough: Claire Darr's Secrets to Energized Success in High-Pressure Careers 43:52

5M ago43:52

43:52

Have you ever felt overwhelmed by the pressures of your business? Today, Patrick sits down with Claire Darr to explore the critical topic of burnout and discover practical ways you can achieve a more harmonious life. Drawing from Claire's experience as a former corporate attorney, the discussion explores the immense stress that comes with high-powe…

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035 | Passive Profits: Brian Dohmen's Guide to Building Wealth in Real Estate 27:11

6M ago27:11

27:11

What makes real estate a more hands-on investment compared to traditional stocks, and why could this be your path to financial freedom? In our latest episode, we sit down with Brian Dohmen, the founder and Managing Partner of Altitude Capital Partners. With a rich background as a banker and asset manager, Brian's unique journey into real estate dev…

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034 | How to Create a Productive Remote Work Culture: A Conversation with Vital’s Team 59:52

6M ago59:52

59:52

Have you thought about expanding your business to a virtual setup? In today’s episode we discuss our teams virtual set up and how we have navigated building our team for remote work. In this week's episode of the Vital Strategies Podcast, I brought together members of our team to dive into the intricacies of our virtual work environment, highlighti…

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033 | Unlocking Peak Performance with Dr. McCoy: Proactive Healthcare and Precision Medicine 39:46

6M ago39:46

39:46

How can understanding and leveraging precision medicine take your personal and professional success to the next level? In this episode of the Vital Strategies Podcast, host Patrick Lonergan sits down with Dr. McCoy, his personal concierge doctor to discuss the importance of proactive healthcare and precision medicine. In this discussion, Dr. McCoy …

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032 | Success Together: Business, Life and Marriage 57:28

6M ago57:28

57:28

Have you ever considered what valuable lessons entrepreneurs can learn from their journey, and what advice would be beneficial for those looking to succeed in business while maintaining their most valued relationships? Today’s episode explores this through the lenses of married entrepreneurs and so much more. In this special episode of the Vital St…

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031 | Future-Proof Your Portfolio: Strategies for Global Instability 59:18

6M ago59:18

59:18

Are your investments prepared for the next global crisis? Tune in to learn how to build a resilient portfolio that can withstand the end of the world as we know it. Joining us is Matthew Pierce and together we dig into a topic that's both timely and crucial: preparing your investment portfolio for the end of the world... or at least uncertain times…

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030 | Investment Strategy Overview: Safe Plays to Bold Bets 34:03

7M ago34:03

34:03

What if you could turn your investments into a steady stream of passive income and secure your financial future, all while avoiding the long-term risks of bad strategy? That's precisely what we'll be discussing with our guest, Carey Hilburn, Lead Financial Advisor at Vital Wealth. Carey is a powerhouse when it comes to client planning helping guide…

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029 | Grow Your Business, Grow Your Impact: Eric Crews Shares Business Scaling Strategies 1:05:13

7M ago1:05:13

1:05:13

Curious about the critical question that can supercharge your business success? Tune in as entrepreneur Eric Crews shares his insights and expertise. In this episode of the Vital Strategies Podcast, host Patrick Lonergan, sits down with fellow entrepreneur and scaling expert, Eric Crews, for an enlightening conversation on what it takes to scale yo…

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028 | Inside the Entrepreneur's Private Office: The Blueprint for Tax Savings and Wealth Building 50:02

7M ago50:02

50:02

Have you ever wondered how entrepreneurs identify the right financial tools and resources to support their journey, especially with all of the options available? In this episode of the Vital Strategies Podcast, host Patrick Lonergan sits down with Ryan Johns, one of the Financial Advisors at Vital Wealth. Together, they dive into topics designed to…

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027 | The Need for Speed: M&A deals done fast and done right with Robyn Siers 47:43

7M ago47:43

47:43

Are you ready to explore new strategies and approaches to M&A that prioritize speed and efficiency without sacrificing quality? In the latest episode of the Vital Strategies Podcast, host Patrick Lonergan welcomes a special guest, Robyn Siers, to the show. Robyn is a legal expert specializing in Speed M&A (Mergers and Acquisitions), adding signific…

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026 | You Can’t Hustle Your Way to Happiness: Your Mental Health Matters! 1:10:58

8M ago1:10:58

1:10:58

Culture wants us to buy into the myth that if we just earn another dollar, we will be happy. What if I told you that taking intentional rest and optimizing your mental health could be the key to unlocking your full potential as an entrepreneur? In the latest episode of the Vital Strategies Podcast, host Patrick Lonergan dives into the world of ment…

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025 | Tax Credits and Deductions - Opportunities to Pursue and Pitfalls to Avoid 1:13:22

8M ago1:13:22

1:13:22

Curious about the qualifications for tax credits? We're breaking down the criteria and debunking common myths to help you navigate the tax landscape with confidence. Host Patrick Lonergan sits down with tax strategy expert Matthew Geltz from KBKG to explore the world of holistic tax planning. With a focus on specialty services and innovative approa…

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024 | The 4 Cornerstones of Wealth Building: Cash Flow 16:10

8M ago16:10

16:10

Have you ever wondered why some businesses thrive while others struggle to stay afloat? Hint: it's not luck or chance. Get ready to explore the framework for building a resilient and prosperous business. In today’s episode, host Patrick Lonergan guides entrepreneurs on a transformative journey from amateur financial structures to organized, effecti…

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023 | Tax Strategy: Niche Deferred Compensation Solution for Law Firms 31:44

8M ago31:44

31:44

Curious about the role of innovative financial solutions in empowering plaintiff contingent fee law firms to grow their businesses? In today’s episode, we explore the fascinating world of tax strategy and financial planning with our special guest, Mike McGarry. As the Managing Director at Optcapital, Mike brings a wealth of expertise in crafting in…

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022 | Have You Hit a Plateau in your Business? Unlock the Secrets to Breakthrough Growth 58:58

9M ago58:58

58:58

Are you ready to take your business to new heights? In our latest episode of the Vital Strategies Podcast, we had the privilege of hosting strategic business coach David Greer, who shared wisdom he has earned over the last 40 years of being in business. We discuss navigating growth plateaus and unlocking your business's full potential. David shares…

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021 | How to Protect Your Assets and Build an Estate Plan with Attorney Kyle Irvin 1:04:02

9M ago1:04:02

1:04:02

Do you want to ensure your assets are shielded from creditors and legal liabilities? Learn how to legally avoid paying the federal estate tax which is 40%. Join us for an insightful discussion on asset protection and estate planning with Kyle Irvin. In our most recent episode, we sit down with Kyle Irvin, an expert in asset protection and estate pl…

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020 | The $250 Billion Question: Abacus Life's Solution to Your Problem Life Insurance Policy 37:56

9M ago37:56

37:56

It's astonishing – $200-$250 billion in life insurance policies lapse every year. Curious to know how Abacus Life is not only changing the narrative but turning these lapses into substantial assets for clients? Tune in to find out. In the latest Vital Strategies Podcast episode, host Patrick Lonergan is joined by Kolby Skolnik, from Abacus Life, a …

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019 | The Value of Planning: Steven Jarvis CPA Retirement Tax Services 27:21

9M ago27:21

27:21

Do you find financial planning to be a one-size-fits-all experience? Challenge that notion with the Vital Strategies Podcast, where we discuss the importance of personalized, proactive planning tailored to your unique goals. In this episode, Patrick Lonergan and Steven Jarvis unpack Vital Wealth's core principles, initially featured on the Retireme…

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018 | Guest Encore: Recap - Wisdom from Our Experts 42:14

10M ago42:14

42:14

This week, Patrick takes you on a journey through some of the most impactful moments from the last quarter. We're thrilled to present a compilation of insights and wisdom from our incredible guests. We are focusing on the crucial topics of tax strategy, wealth building and setting up your business for long-term success. Tune in as we revisit key hi…

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017 | Unlocking Tax Savings through Real Estate with Kevin Jerry 45:33

10M ago45:33

45:33

Today we sit down with tax expert Kevin Jerry to unlock a world of possibilities in real estate. Having personally witnessed Kevin save a client $1.5 million in income tax, we explore how his unique approach bridges the gap between your CPA's services and beyond. In this episode, Kevin digs into Cost Segregation, Tangible Property Regulations, and …

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016 | How to Transition Out of Your Business: Exit Strategies with Derek Ripp 40:43

10M ago40:43

40:43

Have you ever considered what makes your business truly valuable? Join us as we unravel the key component that could redefine the worth of your company. In this episode of the Vital Strategies Podcast, we sit down with Derek Ripp, a leading expert in Business Exit Planning. Together, we explore the intricacies of the 5, 4, 3, 2, 1 method - emphasiz…

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015 | How to Deduct Life Insurance Premiums with Ken Crabb 48:08

10M ago48:08

48:08

Have you ever thought about the tax implications of your life insurance plan? Ken Crabb, the mind behind Restricted Property Trust, did and created a groundbreaking solution. In this episode we welcome Ken Crabb, the visionary creator of the Restricted Property Trust (RPT). Over 25 years ago, Ken embarked on a quest to find a structure for tax-dedu…

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014 | Strategic Tax Planning, Cashflow Management, and Effective Wealth-Building: Listener Q&A 30:26

10M ago30:26

30:26

Securing long-term financial freedom requires careful consideration of cashflow and making calculated investments without jeopardizing business growth. Entrepreneurs must conduct their due diligence by implementing tax strategies, maximizing retirement plans and deductions, and should always consult with professionals to navigate the complexities o…

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013 | Creating Lasting Wealth - Beyond Entrepreneurial Myths and Real Estate Hype 17:24

10M ago17:24

17:24

There are 3 key components to building real, sustainable wealth, and they aren’t as effortless as the fun, flashy, or as easy as online gurus make it seem. One of those keys is owning a profitable online business. However, while entrepreneurship CAN create wealth, it comes with several cautionary tales. With a lens on the tough road to business own…

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012 | How to Optimize Your Investment Portfolio with Kevin Smith 1:05:58

10M ago1:05:58

1:05:58

Liquidity, market shifts, and risk return —what do they mean for your investment portfolio? Get the answers today! On the latest Vital Strategies Podcast episode, host Patrick Lonergan welcomes Kevin Smith, CFA, for a deep dive into building a resilient investment portfolio. Kevin brings his top-tier industry expertise to discuss liquidity, time fr…

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011 | The Captive Insurance Advantage: How to Own an Insurance Company with Chad Spitzer 34:50

10M ago34:50

34:50

Captive insurance is a cutting-edge strategy that could change the way you protect your business. In this episode, we explore the versatility of captive insurance for asset protection and business security. Discussing its ideal applications; IRS compliance and how captive insurance could lead to substantial savings for your business. Joining us for…

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010 | Level 3 Tax Planning: Secrets to Tax Optimization and How to be Compliant with the IRS 17:05

10M ago17:05

17:05

Considering advanced tax planning but unsure about the benefits and pitfalls? We've got the answers you need. In this episode, host Patrick Lonergan, navigates the complexities of Level 3 tax strategies, where creativity meets a fair amount of risk. While these strategies undergo close scrutiny from the IRS, we provide insights into how the right a…

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009 | How to Maximize Value When You Sell Your Businesses with David Barnett 1:04:51

10M ago1:04:51

1:04:51

When planning to sell your business, having a strategic exit plan in place is crucial to ensure a successful transition. Join podcast host Patrick Lonergan along with business exit-plan expert David Barnett as they guide you through the process of buying and selling businesses. With over 25 years of experience, David shares unique insights to help …

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