Episode 33

Published on:

24th Jul 2023

Advance Your Wealth - Homer Featured on the Middle Market Moment

Today's episode features a slightly different format than what our audience is accustomed to!

In order for a business owner to have their "dream exit," many boxes need to be checked in advance of the date of sale. Fortunately, Homer and his team at Konvergent Wealth Partners works diligently with their business owner clients to prepare their business for its sale and ensure they're maximizing the value of their clients' life work.

Recently, Homer was invited to be a guest on the Middle Market Moment podcast, featuring Craig Dickens, CEO of JD Merit, for a deep dive into this conversation.

There's a lot to unpack here, so let's get right into it!


0:06 - Introduction and overview on the topic of the day

1:16 - Welcoming Homer to the show

1:53 - The personal readiness, the business readiness and the market aligning

4:08 - The business owner's transition out of the business' day-to-day

9:12 - The intangible benefits of being prepared when selling your business

11:54 - How much business owners leave on the table when they aren't adequately prepared

18:15 - The value of doing tax planning up front

22:15 - The commonly used vehicles to help business owners from an estate planning perspective

28:18 - There's a difference between planning and implementing your plan

33:16 - What a business owner can be doing right now to kick off their planning process

36:50 - How to get in touch with Homer and his team

37:54 - Closing remarks

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Show artwork for Advance Your Wealth With Homer Smith

About the Podcast

Advance Your Wealth With Homer Smith
Financial advice to generate the results you expect and desire
Advance Your Wealth With Homer Smith provides you and your business with the financial advice needed to make calculated decisions moving forward. With over 18 years of industry experience, Homer Smith, Private Wealth Advisor with Konvergent Wealth Partners, understands the importance of a commitment to customer service and strives to help clients pursue their financial goals towards aspirations and retirement.

Each episode we'll take a deep dive into a different complex topic surrounding personal and business wealth management. So sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and topics.

Investment advice offered through Integrated Financial Partners, doing business as konvergent wealth partners, a registered investment advisor.