Episode Summary
It’s natural to be skeptical about paying for financial advice. Still, there are circumstances that warrant delegating to a professional. Here are six times small business owners may need a financial advisor.
Episode Highlights
- [01:34] Retiring from your small business on your preferred terms.
- [02:17] Facing a big financial decision.
- [03:04] Diversifying your assets.
- [03:44] Minimizing your tax bill.
- [04:32] Navigating complex financial needs.
- [05:08] Preserving your time and energy for what’s most important to you and your small business.