Dec 10, 2021
In this episode, Mike talks with Charlie Jordan, He is a CPA, a Certified Financial Planner™ practitioner, and a Certified Financial Transitionist®. Charlie leads the Retiring Well practice at Brightworth and uses unique assessments to help clients flourish in retirement. His counsel is critical to transitioning business owners who are facing the difficult transition to retirement. Listen in and avoid being part of the 75% of business owners who are unhappy after selling their business.
Learn about The Business Owner Transition Academy at https://www.theowneracademy.com