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Podcast Summary
Building and Protecting Your Business Worth
Host: Thomas J. Perrone, CLU, CIC
Episode Title:
The Asset Gap: The Silent Threat to Your Exit Plan
Most business owners believe they know what their business is worth and how much money they'll need when they retire. Unfortunately, those assumptions are often wrong—and the difference between what you think you have and what you actually need could jeopardize your entire exit strategy.
In this episode of Building and Protecting Your Business Worth, Thomas J. Perrone, CLU, CIC, explains the concept of the Asset Gap—the hidden shortfall between your current financial resources and the amount required to exit your business on your own terms.
You'll learn:
- Why most business owners overestimate the value of their business or underestimate their retirement needs.
- The six assumptions that create what exit planning experts call the "Misperception Spell."
- The five critical questions every business owner should answer before planning an exit.
- A real-world case study showing how a business owner discovered a $2–3 million Asset Gap after a professional analysis.
- How a comprehensive Gap Analysis helps you replace assumptions with facts and create a realistic roadmap toward financial independence.
Whether you plan to sell your business in two years or twenty, understanding your Asset Gap today gives you more options, greater control, and a much better chance of achieving the retirement lifestyle you've worked so hard to build.
Don't wait until you're ready to sell to discover you're financially unprepared. The best exit plans begin years before the transaction.
To learn more or schedule a confidential conversation:
Thomas J. Perrone, CLU, CIC
President & Founder
New England Consulting Group of Guilford, Inc.
Helping business owners build, protect, and ultimately maximize the value of their life's work through the GWT Planning System®.
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What is Building and Protecting Your Business Worth?
“Building and Protecting Your Business Worth Podcast” brings together ideas from successful small business owners, and professionals from many different industries to share strategies and ideas to help create business growth, increased profits, and to protect your business worth from the “What If’s Of Life”.
The podcast will share ideas of how to unlock your “Business DNA”, creating more efficient business decisions, leisure time, and more fun in your business.