In episode 381 of Financially Simple, Justin introduces a series of episodes looking at the legal side of selling your business. Is now the right time to sell your business? Have you planned everything out, prepared your employees and team? Have you considered what happens after? In this episode, Justin introduces the series of episodes that will answer these questions and more, with up coming interviews with professionals and business owners that have gone through the process. Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________   TIME INDEX: 00:42 - Introduction to Legal: Is Now the Right Time to Sell Your Business? 04:26 - Tax Planning 06:58 - Business Planning 08:24 - Employees 09:13 - What if the Sale Doesn’t Go Through 10:29 - After the Transition 11:42 - Coming Up in This Series 14:43 - Summary _________________   USEFUL LINKS: Work with Our Team The Ultimate Sale, Justin Goodbread Financially Simple on YouTube Advance Child Tax Credit Payments in 2021 Subscribe to the Financially Simple Newsletter   NEW Book: Your Baby’s Ugly - Maximize the Value of Your Business NOW or You Will Have Nothing to Sell Later _________________   BIO: Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. To learn more about our credentials and awards, please visit https://heritageinvestor.com/awards-certifications/. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.

Financially Simple - Business Startup, Growth, & Sale

Introduction to Legal: Is Now the Right Time to Sell Your Business?

In episode 380 of Financially Simple, Justin looks at the top Social Media platforms for Business Marketing. There are a number of different social media platforms each catering to a different age group and or mindset. In this episode, Justin goes over each platform in turn, considering the main user group and demographics of the platforms as well as the form of media used on each, and how to leverage this data to better target your ideal customer. Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________   TIME INDEX: 00:42 - Social Media for Business Owners 01:46 - Not All Social Media Platforms are the Same 03:42 - Facebook 06:33 - Twitter 10:08 - Instagram 12:17 - LinkedIn 15:03 - YouTube 18:42 - Summary _________________   USEFUL LINKS: Work with Our Team Financially Simple on YouTube Advance Child Tax Credit Payments in 2021 Subscribe to the Financially Simple Newsletter   NEW Book: Your Baby’s Ugly - Maximize the Value of Your Business NOW or You Will Have Nothing to Sell Later _________________   BIO: Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. To learn more about our credentials and awards, please visit https://heritageinvestor.com/awards-certifications/. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.

Social Media for Business Owners

In episode 379 of Financially Simple, Justin goes over some of the most common misconceptions regarding Social Media Marketing. Social Media platforms have grown in number and popularity in the last few years, becoming powerful tools for businesses that are able to leverage the opportunities the platforms afford. In this episode, Justin looks at reasons why business owners can be hesitant to utilize Social Media, and explains why they shouldn’t. Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________   TIME INDEX: 00:42 - Social Media Marketing Strategies: 5 Digital Media Misconceptions 02:00 - What is Social Media 04:13 - Time 05:48 - ROI Measurement 06:37 - The Generation Game 09:39 - Platform Differentiation 12:48 - The Right Strategy for Your Business 16:29 - Create a Plan 19:25 - Summary _________________   USEFUL LINKS: Work with Our Team Financially Simple on YouTube Advance Child Tax Credit Payments in 2021 Subscribe to the Financially Simple Newsletter   NEW Book: Your Baby’s Ugly - Maximize the Value of Your Business NOW or You Will Have Nothing to Sell Later _________________   BIO: Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. To learn more about our credentials and awards, please visit https://heritageinvestor.com/awards-certifications/. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.

Social Media & Digital Marketing Misconceptions

In episode 378 of Financially Simple, Justin looks at five current trends in Marketing that could make your marketing strategy more effective. In recent years we’ve seen the business landscape change as new technology and innovation disrupts how we do business. In this episode, Justin goes over five marketing trends that have become instrumental in modern business strategies. Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________   TIME INDEX: 00:42 - 5 Trends to Make Your Marketing More Effective 05:09 - Innovation/Evolution 07:56 - Market Research 11:04 - Electronic Data 15:12 - Marketshare Disruption 18:23 - Tied to Profit 21:40 - Practical Application 23:22 - Summary _________________   USEFUL LINKS: Work with Our Team Financially Simple on YouTube Advance Child Tax Credit Payments in 2021 Subscribe to the Financially Simple Newsletter   NEW Book: Your Baby’s Ugly - Maximize the Value of Your Business NOW or You Will Have Nothing to Sell Later _________________   BIO: Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. To learn more about our credentials and awards, please visit https://heritageinvestor.com/awards-certifications/. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.

5 Trends to Make Your Marketing More Effective

In episode 377 of Financially Simple, Justin goes over the basics of Marketing for Business Owners. Having a business that provides a service or product is one thing, finding the people that the service or product is intended for and telling them all about it so that they’ll buy the service or product is another. In this episode, Justin explains the five key aspects of marketing and their importance. Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________   TIME INDEX: 00:42 - 5 Elements of Marketing 06:05 - Create a Strategy 08:12 - ROI 09:22 - Rate of Success 11:12 - Your Target Audience 14:14 - Engagement 15:40 - Conversion 19:14 - Analyze and Refine 19:50 - Summary _________________   USEFUL LINKS: Work with Our Team Financially Simple on YouTube Advance Child Tax Credit Payments in 2021 Subscribe to the Financially Simple Newsletter   NEW Book: Your Baby’s Ugly - Maximize the Value of Your Business NOW or You Will Have Nothing to Sell Later _________________   BIO: Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. To learn more about our credentials and awards, please visit https://heritageinvestor.com/awards-certifications/. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.

5 Elements of Marketing

In episode 376 of Financially Simple, wraps up the series of episodes on Financial Readiness by taking a look at your own finances. Having gone over all of the aspects making sure that your business is financially secure and ready for when you decide to retire or sell, it’s time to check your own status. In this episode, Justin goes over the checklist of items that you need to consider when planning your retirement or business exit. Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________   TIME INDEX: 00:42 - Financial Readiness 04:34 - New Beginnings 07:46 - The Gap 11:39 - How Much Do You Make 13:25 - Taxes and Investments 17:30 - Personal Tax Plan 18:47 - Debt 20:54 - Insurance 22:00 - Estate Planning 23:44 - Having a Comprehensive Planner 27:17 - Wrap Up _________________   USEFUL LINKS: Work with Our Team Financially Simple on YouTube Advance Child Tax Credit Payments in 2021 Subscribe to the Financially Simple Newsletter   NEW Book: Your Baby’s Ugly - Maximize the Value of Your Business NOW or You Will Have Nothing to Sell Later _________________   BIO: Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. To learn more about our credentials and awards, please visit https://heritageinvestor.com/awards-certifications/. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.

Financial Readiness

In episode 375 of Financially Simple, Justin takes a look at assessing a Business Owner’s readiness to leave their work. When planning to sell and exit your business, you should have all the paper work done and dusted - but are you personally ready and capable of leaving it all behind? In this episode, Justin goes over issues that a Business Owner should consider as they prepare to move on to the next chapter of their life. Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________   TIME INDEX: 00:42 - Personal Exit Readiness Assessment 03:49 - Are You Ready? 05:03 - Personal Goals 06:56 - Power 08:39 - Finances 12:26 - Planning 16:55 - Insurance 17:25 - Wrap Up _________________   USEFUL LINKS: Work with Our Team Financially Simple - The Wealth Gap Financially Simple on YouTube Advance Child Tax Credit Payments in 2021 Subscribe to the Financially Simple Newsletter   NEW Book: Your Baby’s Ugly - Maximize the Value of Your Business NOW or You Will Have Nothing to Sell Later _________________   BIO: Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. To learn more about our credentials and awards, please visit https://heritageinvestor.com/awards-certifications/. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.

Personal Exit Readiness Assessment

In episode 374 of Financially Simple, Justin continues his examination of making a business ready for selling or your exit from running it. Knowing the state of affairs within your own business is one of the key fundamentals to having it ready to sell, or to continue running like clockwork in your absence. In this episode, Justin lists more of the matters that require attention - are your affairs in order, or are they in need of improvement. Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________   TIME INDEX: 00:42 - Is Your Business Exit Planning Ready? Part 2 02:33 - Management Systems and Forecasting 04:27 - Company Documentation 07:59 - Expense Contracts 08:46 - Personal Knowledge 09:43 - Systems and Processes 11:07 - Compliance 12:12 - Improving Profits 16:43 - Summary _________________   USEFUL LINKS: Work with Our Team Financially Simple on YouTube Advance Child Tax Credit Payments in 2021 Subscribe to the Financially Simple Newsletter   NEW Book: Your Baby’s Ugly - Maximize the Value of Your Business NOW or You Will Have Nothing to Sell Later _________________   BIO: Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. To learn more about our credentials and awards, please visit https://heritageinvestor.com/awards-certifications/. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.

Is Your Business Exit Planning Ready? Part 2

In episode 373 of Financially Simple, Justin starts to look at the Exit Planning of your business strategy. Whether you are looking to sell your business soon, or in twenty years time, it’s important to know the state of readiness of the business so that everything is in order and not a scramble to impress buyers. In this episode, Justin goes over the key aspects to consider when preparing to sell your business. Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________   TIME INDEX: 00:45 - Is Your Business Exit Planning Ready? 03:01 - Valuation Expectations 06:11 - Do You Know What You’re Doing After Selling 09:08 - Shareholder’s Goals 11:42 - What is Going to be Sold 13:26 - Is the Business Consistent 14:59 - Are the Current Products or Services Attractive 15:45 - Credibility 16:40 - Branding 18:29 - Marketing 19:58 - Employee Management 24:12 - Financials 25:28 - Wrap Up _________________   USEFUL LINKS: Work with Our Team Financially Simple on YouTube Advance Child Tax Credit Payments in 2021 Subscribe to the Financially Simple Newsletter   NEW Book: Your Baby’s Ugly - Maximize the Value of Your Business NOW or You Will Have Nothing to Sell Later _________________   BIO: Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. To learn more about our credentials and awards, please visit https://heritageinvestor.com/awards-certifications/. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.

Is Your Business Exit Planning Ready?

In episode 372 of Financially Simple, Justin continues to look at working with a Business Advisor and goes over the questions posed to determine a business’s attractiveness. Any business owner that has started from the ground up and made their business their own might be unable to take a step back and really see the business for what it really is. In this episode, Justin goes over the question set that will be asked in order to determine the attractiveness of a business to potential buyers. Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________   TIME INDEX: 00:45 - The Business Attractiveness Question Set 04:43 - The Scoring System 07:31 - The Business Factors 17:37 - Future Prospects 23:21 - Market Factors 28:03 - Why are You Considering Selling Your Business 32:17 - Summary _________________   USEFUL LINKS: Work with Our Team Financially Simple on YouTube Advance Child Tax Credit Payments in 2021 Subscribe to the Financially Simple Newsletter   NEW Book: Your Baby’s Ugly - Maximize the Value of Your Business NOW or You Will Have Nothing to Sell Later _________________   BIO: Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. To learn more about our credentials and awards, please visit https://heritageinvestor.com/awards-certifications/. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.

The Business Attractiveness Question Set

In episode 371 of Financially Simple, Justin begins a series of episodes that take a look behind the curtain of working with a Business Advisor. If you own a small business and haven’t yet hired an advisor to assist you in achieving the goals that you have for the business and for yourself, perhaps you’re undecided, then the following episodes will help you by explaining exactly what is provided and involved in having a dedicated Business Advisor. In this episode, Justin looks at growing the value of your business, your end goals of retirement, and how an EBITDA assessment can put you on the right track. Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________   TIME INDEX: 00:45 - What it is Like to Work with a Value Growth Advisor 02:05 - The Assessment 05:55 - A Bit of Backstory 17:11 - What are the Business’s Goals 23:22 - Business Attractiveness 28:15 - EBITDA Examination 31:23 - Summary   USEFUL LINKS: Work with Our Team Episode Links (Guest etc.) Blog Links Financially Simple on YouTube   Advance Child Tax Credit Payments in 2021   Subscribe to the Financially Simple Newsletter   NEW Book: Your Baby’s Ugly - Maximize the Value of Your Business NOW or You Will Have Nothing to Sell _________________   BIO: Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. To learn more about our credentials and awards, please visit https://heritageinvestor.com/awards-certifications/. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.

What it is Like to Work with a Value Growth Advisor

In episode 370 of Financially Simple, Justin tackles the issue of Imposter Syndrome. Despite the success and accomplishments of your business, you may fee like you’re a fraud or undeserving of the achievements you have made. In this episode, Justin looks at the phenomenon of Imposter Syndrome - what it is, how it can affect us as business owners, and how we can overcome it. Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________   TIME INDEX: 00:42 - Imposter Syndrome 01:08 - What is it all about? 06:24 - “Because I said so!” 10:34 - Imposter Syndrome and Small Business Owners 14:43 - Types of Imposter Syndrome 17:04 - How to Overcome Imposter Syndrome 28:19 - Summary   USEFUL LINKS: Work with Our Team   Kajabi Study: A Majority of Entrepreneurs and Small Business Owners Feel Like Imposters   Advance Child Tax Credit Payments in 2021   Subscribe to the Financially Simple Newsletter   NEW Book: Your Baby’s Ugly - Maximize the Value of Your Business NOW or You Will Have Nothing to Sell _________________   BIO: Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. To learn more about our credentials and awards, please visit https://heritageinvestor.com/awards-certifications/. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.

Imposter Syndrome

In episode 369 of Financially Simple, Justin goes over the recent Child Tax Credit offered by the IRS. The IRS has made some changes to the Child Tax Credit it offers to individuals, so it provides an opportunity for small business owners. In this episode, Justin explains the recent changes to the CTC, going over who qualifies and how it affects you as a small business owner. Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________   TIME INDEX: 00:42 - The 2021 New Child Tax Credit 04:05 - Qualifications 07:54 - Providing Correct Information 08:58 - FAQs 13:42 - Should You Un-Enroll 14:18 - Summary   USEFUL LINKS: Work with Our Team   Advance Child Tax Credit Payments in 2021   Subscribe to the Financially Simple Newsletter   Financially Simple's The Ultimate Sale - Selling your Business for Maximum Profit _________________   BIO: Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. To learn more about our credentials and awards, please visit https://heritageinvestor.com/awards-certifications/. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.

The 2021 New Child Tax Credit

In episode 368 of Financially Simple, Justin explains the rates and fees of hiring a Business Advisor. Hiring a Business Advisor for their objective opinion and expertise might be a daunting prospect, however necessary in order to achieve your business goals. In this episode, Justin breakdown the costs of a Business Advisor, and provides some insight as to determining their value for yourself. Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________   TIME INDEX: 02:41 - How Much Does it Cost to Hire a Business Advisor 04:26 - Rates and Pricing 07:54 - Stats and Facts 11:57 - How are Fees Determined 20:40 - Summary   USEFUL LINKS: Work with Our Team Subscribe to the Financially Simple Newsletter   Financially Simple's The Ultimate Sale - Selling your Business for Maximum Profit _________________   BIO: Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. To learn more about our credentials and awards, please visit https://heritageinvestor.com/awards-certifications/. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.

How Much Does it Cost to Hire a Business Advisor

In episode 367 of Financially Simple, Justin answers a question on the cost of hiring a comprehensive financial planner as a small business owner. There are a multitude of benefits and gains to be had by having a financial planner as a part of your team and business strategy, however the term “comprehensive financial planner” can be misrepresented. In this episode, Justin goes over what “comprehensive” means in relation to small businesses, and the role a financial planner should play in the success of your business - as well as what you might expect it to cost depending on a few variables. Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________   TIME INDEX: 01:28 - How Much Does it Cost to Hire a Comprehensive Financial Planner 04:18 - Are They Truly “Comprehensive” 09:20 - What Makes for a Good Financial Planner 13:40 - So, How Much Will One Cost 18:55 - Specifically for Business Owners 25:34 - Summary   USEFUL LINKS: Work with Our Team Subscribe to the Financially Simple Newsletter   Financially Simple's The Ultimate Sale - Selling your Business for Maximum Profit _________________   BIO: Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. To learn more about our credentials and awards, please visit https://heritageinvestor.com/awards-certifications/. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.

How Much Does it Cost to Hire a Comprehensive Financial Planner

The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States. Host Justin Goodbread is a serial entrepreneur, CFP (Certified Financial Planner), CEPA (Certified Exit Planning Advisor), CVGA (Certified Value Growth Advisor), Investopedia Top 100 Advisor, Exit Planning Institute’s Exit Planner Leader of the Year and business strategist with over 20 years of experience. Justin owns Financially Simple, LLC, a division of Heritage Investors, LLC. Advisory services are offered through Heritage Investors, LLC., a registered investment advisor. Heritage Investors, LLC only conducts business in states where it is properly registered or is excluded or exempted from registration requirements.

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Financially Simple - Business Startup, Growth, & Sale

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