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Most Business Owners Don’t Know If They Have Enough Money to Retire

Most Business Owners Don’t Know If They Have Enough Money to Retire

Posted by Marcelo Bermudez

Trying to balance revenue, employees, and a product or service is challenging.

Never mind if you’re paying yourself properly as an owner and taking advantage of tax options.

They have to:

  • Make sure they meet payroll,
  • Chase after clients who are slow pays, and
  • Continue to generate new business.

It is grueling.

Ownership becomes a job, not a wealth legacy.

As a three-time business owner, I have been there.

It is why I earned my #CEPA designation during the #pandemic.

So many clients came to me because:

They didn’t want to struggle anymore,

They wanted to understand if they should grow or sell, and

They needed to be able to look at their spouse and make good on promises made.

Exit Planning ensure you understand the gaps you needs to fill including:

  • Profit Gap
  • Value Gap, and
  • Wealth Gap

I have a free guide to help you determine if you are ready to grow or sell your business.

Pick it up here: https://www.dropbox.com/s/etupn2ir0inul8f/Are%20you%20Ready%20Shokunin.pdf?dl=0

You will thank yourself.

I write seven days a week to help business owners and real estate investors:

✅ Accelerate value,

✅ Become better leaders,

✅ Access capital

If this was helpful:

👊 Please share this post with your network

👊 Follow me for more on strategic planning and finance

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Marcelo Bermudez

Capital and Strategy
Marcelo Bermudez is the CEO of Shōkunin, a commercial real estate and business capital and strategy advisory firm.

As a strategist, keynote speaker, and mediator, he helps owners and investors unlock value and achieve their business and financial goals.

With hands-on experience managing businesses and navigating complex commercial real estate transactions, Marcelo understands the challenges of growth, restructuring, and successful exits.

He works closely with his clients to deliver practical solutions and drive results.

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Most Business Owners Don’t Know If They Have Enough Money to Retire