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Description

Guest name: Mark Kravietz

Company: ALINE Wealth

Website: www.alinewealth.com

Brief description: In today’s episode, Mark Kravitz co-head of ALINE Wealth discusses exit planning for business owners. The audience will learn how to pre-plan exiting their business, what key areas need to be in place before selling any business, and the critical role that timing plays. www.alinewealth.com



Guest name: Richard Tatum

Company: Vestwell

Website: www.vestwell.com

Brief description: Richard Tatum of Vestwell shows how company sponsored retirement plans provide several different benefits for business owners, including a way to attract and retain top talent. They also offer significant tax breaks for the business itself, and often for the owner. In this episode, we’ll discuss how owners can select the right retirement plan offering for their business, as well as the benefits of each one. www.vestwtell.com