• Adam Koos with Elevate and Exit on Building a Transition Plan (and More)

  • Feb 3 2025
  • Duración: 29 m
  • Podcast

Adam Koos with Elevate and Exit on Building a Transition Plan (and More)

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  • Resumen

  • Adam Koos is the founder of Libertas Wealth Management Group and Elevate and Exit, which helps owners build a 12-step transition plan.

    Given studies show:

    1. 80% of a majority of business owners wealth is the value of their business and,
    2. 80% of businesses don't sell (FYI, this is not true for mature, profitable, and fairly priced businesses).
    3. Any increase in profits and the multiple will aid in selling the company.

    Adam's advice includes don't procrastinate on getting informed and educated, involve family, and start a plan.

    You can see more about and reach Adam at https://www.libertaswealth.com/ and/or https://www.elevateandexit.com/.

    John Martinka
    Jessica Martinka

    Contact us via either website or give us a call and be sure to check out our videos
    https://nokomisadvisory.com/
    https://www.martinkaconsulting.com/
    https://www.youtube.com/c/JohnAMartinka/videos
    425-515-4903

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