“Your ownership in the business, the way that you finance your exit, allows you to help that person finance the sale and is an annuity for you.” - Bill Heestand
In this episode, I spoke with Bill Heestand, author of the Ownership Ladder about how to set up a successful internal business transfer & sale including setting a reasonable valuation. We also discussed how to succeed in the financial services industry and build a successful business.
Connect with Bill Heestand:
Website: Ownership Ladder (here)
LinkedIn: Bill Heestand (here)
Bill Heestand is an author, entrepreneur and small business expert. During his thirty-two years as a business owner, Bill grew a company specializing in highly customized retirement, health and welfare benefits and business planning for client companies and their employees. In 2017 Bill retired and relocated to Texas after closing the internal Ownership Ladder sale of his company. Following more than a year of taking stock, reflection, and fun, Bill created Ownership Ladder to share the mindset and life expertise to help potential intrapreneurs to the life they have been dreaming about.
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About The GET READY! with Tony Steuer Podcast: On the GET READY! Podcast, I’ll be catching up with inspiring professionals from a variety of backgrounds and experiences to help bring you innovative strategies to organize your financial life. GET READY! With Tony Steuer will help you be informed and financially prepared today and in the future. We’ll also talk about best practices from both the consumer and industry perspectives.
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