Wealth Planning for Business Owners

Sep 23, 2020

SYM senior financial advisor and principal Seth Whicker discusses the unique needs of business owners.  Topics include succession planning, buy/sell arrangements, retirement preparation and provisions for death or disability.  This podcast answers questions such as: 

• When should I sell my business?
• How do I sell my business?
• What is a business valuation?
• What do I need to know about succession planning?

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Sym Financial Advisors
https://www.sym.com
9100 Keystone Crossing #560, Indianapolis, IN 46240
[phone]
https://g.page/sym-financial-advisors-in?share

414 Townsend St # 202, Midland, MI 48640
[phone]
https://g.page/sym-financial-advisors-midland?share

4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545
[phone]
https://g.page/sym-financial-advisors-mishawaka?gm

7030 Pointe Inverness Way #100, Fort Wayne, IN 46804
[phone]
https://g.page/sym-financial-fort-wayne?share

801 Park Ave, Winona Lake, IN 46590
[phone]
https://g.page/sym-financial-advisors-winona?gm