This one is for all of you automotive gurus, the grease monkeys, the ones that want to work on cars all day long. Craig Carlson joins us as a founder, an owner, and now seller of the successful Carlson's Collision & Glass.

Just like any business owner, Craig started at the bottom. Borrowing as much money as the banks would allow him to start his own shop. His journey of blood, sweat, and tears is what has now allowed him to retire and live out his other dreams.

If you want to learn more about exiting your business, and how planning ahead will make your experience smoother, contact Matt Silasiri below. Check in where your business currently lays in the market, and review the Value Drivers that will help you improve your business.

Connect with our hosts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Chris Jones⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - CEO and co-owner, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Matt Silasiri⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Vice President of Business Development at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠True North Mergers & Acquisitions ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sunbelt Business Advisors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

As a business owner, most of your net worth is tied up in your business. So, how do you match your retirement vision with your business exit? The key takeaway: Do your homework and plan early to match your goals for the next chapter with the plan you establish for your business exit.

Bernstein has been in business for 60 years in wealth management services. One of their main focuses is working with entrepreneurs and multi-generational families, and advising business owners for retirement isa key aspect of their services.

Max Rosen is Principal and Robert Dietz is the National Director of Tax Research for Bernstein Private Wealth Management.

Bernstein services can be found at Private Wealth Management | Bernstein

Max can be followed at Max Rosen | LinkedIn

Robert can be followed at Robert Dietz, CFA | LinkedIn

Connect with our hosts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Chris Jones⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - CEO and co-owner, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Matt Silasiri⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Vice President of Business Development at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠True North Mergers & Acquisitions ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sunbelt Business Advisors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

The political landscape that your business lives in has a huge effect on how you choose to operate your life’s work. So, where do things stand today, and what does the future look like?

We welcome Tim Sanders to the podcast this week. Tim is the mayor of the city of Blaine, having served in office since 2021. Previously, Tim was a member of the Minnesota House of Representatives for 8 years from 2009-2017.

Tim can be followed at Tim Sanders | LinkedIn

Connect with our hosts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Chris Jones⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - CEO and co-owner, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Matt Silasiri⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Vice President of Business Development at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠True North Mergers & Acquisitions ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sunbelt Business Advisors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.