Description

Navigating a business exit can feel like flying into a storm with no landing strip in sight—especially when millions are on the line and expert advice is scattered. What’s the secret to engineering a “clean exit” that safeguards both your wealth and your legacy?

In this episode, Joe LoPresti, Founder of Arlington Wealth Management, reveals the game-changing strategies behind holistic wealth management for business owners on the cusp of a major business sale—and why the fractional family office approach is rewriting the rules for lower middle market entrepreneurs.

You’ll discover…

• Why most business owner advisors work in silos—and how this creates dangerous planning gaps you might not see coming.
• The #1 mistake founders make when exiting their business, and how proactive planning turns risk into opportunity.
• A behind-the-scenes look at “fractional family offices,” and how they unite specialists for life-changing results.
• The overlooked power of sell-side advisory and new insurance tools that can protect—and even boost—your post-sale windfall.
• The untold story of how Arlington Wealth Management partners with business owners from the “20-yard line” all the way to the end zone.

NOTE: Arlington Wealth Management is a Registered Investment Adviser ("RIA"). Registration as an investment adviser does not imply a certain level of skill or training. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital.