In this episode Mark Tepper with Strategic Wealth Partners shares his book Walk Away Wealthy. This book is the perfect fit for entrepreneurs or business owners looking for an exit strategy for their business plan. This is a book that is specific to building wealth for entrepreneurs and will focus on both the liquid and the illiquid investments. As an entrepreneur this is really the only book you need to read on wealth management.
About Mark Tepper:
“I own a wealth management firm called Strategic Wealth Partners based out of Cleveland Ohio. Our focus is on working with entrepreneurs and taking care of their wealth management needs.
I am married and have three kids who are seven, almost five and almost three.
The majority of my clients are entrepreneurs and entrepreneurs tend to have very unique wealth management situations. Entrepreneurs need to focus on building and growing both their liquid investments but also their illiquid wealth, growing that is just as important, if not more. What we found is on average about 80% of entrepreneurs net worth is tied up in his or her illiquid business. And additionally most entrepreneurs are only going to sale that business one time and that is going to be the most significant financial event of their life. We really wanted to put together a book that looked at both sides of the wealth management equation.” – Mark Tepper
For a detailed summary of Walk Away Wealthy according to Mark Tepper CLICK HERE
Related Books:
Final Act of Ownership by Jerry Baltus
From Idea To Exit by Jeff Weber
Sell Your Business For An Outrageous Price by Kevin Short
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Category Tags: sell a business, exit planning, franchising, mergers and acquisitions, buy a business, business partnership, value, more money, venture funding, business capital
