Podcasts about Lopresti

Send us a textWhat if your biggest win isn't the highest revenue month but the day you walk away on your terms? We go straight at the myths around exit timing, value creation, and “someday” planning with succession expert and wealth strategist Joseph LoPresti, breaking down the moves that turn a chaotic founder led operation into a transferable, high multiple business. From defining your Freedom Point to engineering enterprise value that a buyer will pay for, this conversation trades vague platitudes for clear steps any owner can start today.We start by reframing success: income feeds your lifestyle, but enterprise value funds your freedom. Joseph explains how earlier planning widens your options, why three to five years is a sweet spot, and how to assess where you stand against best in class multiples in your industry. We dig into the buyer's lens—recurring revenue, documented processes, leadership beyond the founder, competitive advantage you can articulate—and why “growing the bottom line” isn't enough if growth depends on you. You'll hear practical ways to reduce owner dependency, build predictable cash flow, and protect the value you've already created.Then we tackle the money mechanics that too many founders leave to the last minute. Pre sale tax planning, entity structure, trusts, and capital gains mitigation need runway to work. Joel maps a two track approach: on the business side, assess, protect, enhance, and harvest value; on the personal side, model lifetime cash flow, set your Freedom Point, align investments, reduce taxes, and design your legacy with proper asset protection. We also unpack the power of coordinated advisors over siloed advice, and close with a personal action plan that clarifies ideal buyers, your post close role, and how your team will be treated during the transition.Ready to sell without regret and live with intention after the deal? Press play, grab the free e book at exitbydesignbook.com, and tell us what metric you'll fix first. If the show helped you think bigger about your exit, subscribe, share it with a founder friend, and leave a quick review so more builders can find these strategies.

Menopause is far more than a hormonal shift; it is a complex biopsychosocial transition that impacts every aspect of a woman's life. In this episode, Dr Adrian Lopresti speaks with UK clinical psychologist Dr Melanie Smith, a leading researcher in cognitive behavioural therapy (CBT) for menopause. Together, they explore how CBT, an evidence-based lifestyle intervention, can help women better manage stress and significantly reduce menopausal symptoms, including vasomotor symptoms. Dr Smith explains the science behind the narrowed thermoneutral zone and how educating women about this physiology can reduce anxiety and improve day-to-day function. Listeners will gain insights into stress management, paced breathing, cognitive reframing, and sleep strategies that enhance wellbeing and quality of life. Evidence-based and endorsed by the National Institute for Health and Care Excellence (NICE) and featured in the International Menopause Society 2025 white paper, cognitive behavioural therapy (CBT) offers practitioners a valuable, non-pharmacological lifestyle medicine approach. It provides an effective option for women who are unable or choose not to use menopause hormone therapy (MHT), and also complements MHT for those who do. By integrating CBT into menopause care, health professionals can empower women with personalised, compassionate, and holistic support throughout the menopause transition and beyond. Covered in this episode: (01:50) Welcome Dr Melanie Smith (02:54) Symptoms transitioning in to menopause (04:34) Mood related problems (09:06) Sleep disturbance (11:39) Night sweats (16:08) Hot flushes and blushing (19:38) Cognitive behavioural therapy and menopause (26:21) Stress management (32:18) Lifestyle factors (39:27) Managing symptoms (44:35) Learn more about CBT (47:27) Final remarks Find today's transcript and show notes here: https://www.bioceuticals.com.au/education/podcasts/managing-hot-flushes-with-cognitive-behavioural-therapy Sign up for our monthly newsletter for the latest exclusive clinical tools, articles, and infographics: www.bioceuticals.com.au/signup/ DISCLAIMER: The information provided on fx Medicine by BioCeuticals is for educational and informational purposes only. The information provided is not, nor is it intended to be, a substitute for professional advice or care. Please seek the advice of a qualified health care professional in the event something you learn here raises questions or concerns regarding your health.

Part of the “God and AI” series. If you're new to King's, make sure to text “Kings” to 94000. We'd love to hear from you! Head to kings.news for upcoming events, sermon schedules, and current announcements! Twitter | Facebook | Instagram | YouTube | kingschurchoh.com

Part of the “God and AI” series. If you're new to King's, make sure to text “Kings” to 94000. We'd love to hear from you! Head to kings.news for upcoming events, sermon schedules, and current announcements! Twitter | Facebook | Instagram | YouTube | kingschurchoh.com

Part of the “God and AI” series. If you're new to King's, make sure to text “Kings” to 94000. We'd love to hear from you! Head to kings.news for upcoming events, sermon schedules, and current announcements! Twitter | Facebook | Instagram | YouTube | kingschurchoh.com

If you're new to King's, make sure to text “Kings” to 94000. We'd love to hear from you! Head to kings.news for upcoming events, sermon schedules, and current announcements! Twitter | Facebook | Instagram | YouTube | kingschurchoh.com

Part of the “2 Peter” series. If you're new to King's, make sure to text “Kings” to 94000. We'd love to hear from you! Head to kings.news for upcoming events, sermon schedules, and current announcements! Twitter | Facebook | Instagram | YouTube | kingschurchoh.com

Part of the “2 Peter” series. If you're new to King's, make sure to text “Kings” to 94000. We'd love to hear from you! Head to kings.news for upcoming events, sermon schedules, and current announcements! Twitter | Facebook | Instagram | YouTube | kingschurchoh.com

Part of the “2 Peter” series. If you're new to King's, make sure to text “Kings” to 94000. We'd love to hear from you! Head to kings.news for upcoming events, sermon schedules, and current announcements! Twitter | Facebook | Instagram | YouTube | kingschurchoh.com

If you're new to King's, make sure to text “Kings” to 94000. We'd love to hear from you! Head to kings.news for upcoming events, sermon schedules, and current announcements! Twitter | Facebook | Instagram | YouTube | kingschurchoh.com

Part of the “Mission Dei” series. Check out our building campaign video here: https://youtu.be/6PURuk2hpAI  If you're new to King's, make sure to text “Kings” to 94000. We'd love to hear from you! Head to kings.news for upcoming events, sermon schedules, and current announcements! Twitter | Facebook | Instagram | YouTube | kingschurchoh.com

Part of the “Missio Dei” series. If you're new to King's, make sure to text “Kings” to 94000. We'd love to hear from you! Head to kings.news for upcoming events, sermon schedules, and current announcements! Twitter | Facebook | Instagram | YouTube | kingschurchoh.com

Part of the “Missio Dei” series. If you're new to King's, make sure to text “Kings” to 94000. We'd love to hear from you! Head to kings.news for upcoming events, sermon schedules, and current announcements! Twitter | Facebook | Instagram | YouTube | kingschurchoh.com

Navigating a business exit can feel like flying into a storm with no landing strip in sight—especially when millions are on the line and expert advice is scattered. What's the secret to engineering a “clean exit” that safeguards both your wealth and your legacy?In this episode, Joe LoPresti, Founder of Arlington Wealth Management, reveals the game-changing strategies behind holistic wealth management for business owners on the cusp of a major business sale—and why the fractional family office approach is rewriting the rules for lower middle market entrepreneurs.You'll discover…Why most business owner advisors work in silos—and how this creates dangerous planning gaps you might not see coming.The #1 mistake founders make when exiting their business, and how proactive planning turns risk into opportunity.A behind-the-scenes look at “fractional family offices,” and how they unite specialists for life-changing results.The overlooked power of sell-side advisory and new insurance tools that can protect—and even boost—your post-sale windfall.The untold story of how Arlington Wealth Management partners with business owners from the “20-yard line” all the way to the end zone.NOTE: Arlington Wealth Management is a Registered Investment Adviser ("RIA"). Registration as an investment adviser does not imply a certain level of skill or training. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital.

Get ready for a double feature of inspiration and innovation on this special episode of Thrive LouD with Lou Diamond! Recorded live from the buzzing floor of the Wall Street Conference in Palm Beach, Florida (May 2025), Lou sits down with two dynamic guests: seasoned Wall Street pro and financial media expert Marc LoPresti, and entrepreneurial visionary Matthew Levenson, co-founder of both StubHub and Pepper, an AI-powered shopping assistant.First, Marc LoPresti shares his lively journey from his Italian Brooklyn roots and early days at Lehman Brothers, to becoming a well-known financial commentator and CEO of Market Rebellion. Marc dives into the evolution of Wall Street, market volatility in the face of political tape bombs, and what it really takes to thrive both behind the scenes and on camera.Then, Lou connects with Matthew Levenson, whose experience building and selling StubHub helped spark his latest venture: Pepper. Matt explains how Pepper's AI assistant is disrupting the way we shop, making it possible for anyone—not just obsessive bargain hunters—to get personalized recommendations and the best prices, all while driving real ROI for retailers.Both guests open up about their passion for their work, the challenges they've faced, and what motivates them to keep pushing boundaries. Plus, stick around for the rapid-fire speed round, including insights about family, food, yoga, and more.Don't miss: — Marc's powerful remembrance of his uncle, a Wall Street legend lost on 9/11 — How media has changed the NYSE (and what it's like on the trading floor now) — Matt's behind-the-scenes StubHub story and the origin of the “buyer guarantee” — Why AI is the future of online shopping—and how Pepper aims to simplify your lifeTo learn more about the guests: Marc LoPresti — @mxlesq on X and MarketRebellion.comMatthew Levenson — coach@gopepper.com and GoPepper.comIf you love stories about resilience, business evolution, and the intersection of technology and humanity, this episode is for you!Hit subscribe and join the Thrive Loud community for more episodes featuring leaders who are taking life, business, and passion to the next level!Timestamped Overview00:00 "Thrive Loud: Wall Street Conference"05:35 Financial Markets: From Trader to Media06:27 NYSE: From Commerce Hub to Museum12:26 Economic Warning: Irreversible Trade War Impact14:01 Earnings Season's Market Impact Analysis16:41 Broadcasting Thrills Persist21:36 Simplifying Fragmented Supply Online23:27 "Pepper: AI Shopping Assistant Revolution"28:20 Optimized Shopping Discount Integration32:58 "Entrepreneurship: Legacy Over Easy Profits"35:04 "Startup Pitch for Investment"39:03 Customer Experience: Key to Success

They say that everything is bigger in Texas, and that certainly includes the personalities of the film photographers! Join Alex as he sits down with Nick LoPresti, if you haven't seen his work he certainly has a certain flare for humour, big jokes a bit of self-deprecation and a flare for not taking himself seriously. And you know, it's a refreshing take on a hobby that often takes itself way too seriously. I mean, we here at CCR can often lean into the serious side of things, but we also don't take ourselves too seriously. To find more of Nick's Work, check him out in the following places online! Web: www.madebylopro.com Instagram: www.instagram.com/loprestiproductions/ YouTube: www.youtube.com/@nicklopro CCR is ten years old this year, and to celebrate, we're hosting a Photowalk in Brewery Tour on 12 July starting at 11 am from the Great Lakes Brewpub at 11 Lower Jarvis in Toronto, Ontario. You can find more details on the event signup page on www.photowalk.me!

Part of the “Missio Dei” series. If you're new to King's, make sure to text “Kings” to 94000. We'd love to hear from you! Head to kings.news for upcoming events, sermon schedules, and current announcements! Twitter | Facebook | Instagram | YouTube | kingschurchoh.com

In this episode, Dr Adrian Lopresti speaks with cognitive neuroscientist and postdoctoral fellow Dr Diana Karamacoska to explore the evolving landscape of brain health and dementia prevention. With a personal connection to vascular dementia, Diana shares insights from Australia's largest clinical trial investigating a novel herbal formulation combining panax ginseng, ginkgo, and saffron. The discussion covers the biological distinctions between vascular dementia and Alzheimer's, the role of lifestyle factors, and the emerging use of digital assessments and blood biomarkers. Diana explains the cognitive and systemic benefits of physical activity, diet, social connection, and mind-body practices like yoga and tai chi. The conversation also highlights nutrients and herbs showing promise for memory and neuroprotection, including B vitamins, ginkgo, curcumin, lutein, and zeaxanthin. This episode offers practical, evidence-informed strategies for addressing cognitive ageing, vascular decline, and dementia risk—providing value not only for practitioners in clinical care, but also as a resource they can confidently share with patients. Covered in this episode: (00:53) Welcome Dr Diana Karamacoska (02:00) Vascular dementia clinical trial (06:14) Main drivers of dementia (07:18) Symptoms of vascular dementia (09:51) Environmental factors (15:25) Cognitive assessment and performance (23:01) What is normal process of ageing (26:11) Physical activity and ageing (28:46) Nutrition for brain health (31:40) Herbal and nutritional supplementation (36:15) Final remarks Find today's transcript and show notes here: https://www.bioceuticals.com.au/education/podcasts/intercepting-cognitive-decline-through-lifestyle-medicine Sign up for our monthly newsletter for the latest exclusive clinical tools, articles, and infographics: www.bioceuticals.com.au/signup/ ***DISCLAIMER: The information provided on fx Medicine by BioCeuticals is for educational and informational purposes only. The information provided is not, nor is it intended to be, a substitute for professional advice or care. Please seek the advice of a qualified health care professional in the event something you learn here raises questions or concerns regarding your health.***

Dr Austin Perlmutter, neurobiology, mood and decision-making expert, joins our ambassador Dr Adrian Lopresti as they explore the biological basis of “stuckness” in the mind and how the brain is influenced by inflammatory/immune triggers which results is certain behaviours and health outcomes. Together they discuss the relationship between sickness behaviour, neuroinflammation and their effect on the brain leading to our inherent tendency to return to “default”. Nature vs nurture is discussed where exposures from foetal development, childhood trauma and genetic influences can impact our mental and cognitive flexibility much later in life. Austin explains “disconnection syndrome” a modern conundrum where our brains tend to latch onto impulsive behaviours leading to cognitive decline. It's not all doom and gloom as Austin and Adrian bring practical solutions to the table in the form of simple lifestyle adjustments that promotes behavioural change and reduce neuroinflammation. COVERED IN THIS EPISODE (00:55) Welcoming Dr Austin Perlmutter (01:42) Preventing chronic disease and reduced brain function (05:32) Sickness behaviour and the impacts of inflammation on the brain (08:48) How genetics and environment predispose us to increased risk of brain conditions (12:46) Does early life trauma increase our risk of developing mental health conditions? (15:28) The disconnection syndrome (18:57) Chronic stress induces brain atrophy (24:02) How inflammation impacts immunity (29:00) Connections between inflammation, impulsivity and decision making (35:07) Effects of inflammation on sleep and neuroplasticity (41:05) Food for brain health (48:34) Supplementation to improve brain function and reduce inflammation (51:24) Implementing lifestyle changes and resources for practitioners (56:00) Thanking Austin and final remarks Find today's transcript and show notes here: https://www.bioceuticals.com.au/education/podcasts/neuroinflammation-impacts-on-immunity-behaviour-brain-function-with-dr-adrian-lopresti-dr-austin-perlmutter Sign up for our monthly newsletter for the latest exclusive clinical tools, articles, and infographics: https://login.bioceuticals.com.au ***DISCLAIMER: The information provided on fx Medicine by BioCeuticals is for educational and informational purposes only. The information provided is not, nor is it intended to be, a substitute for professional advice or care. Please seek the advice of a qualified health care professional in the event something you learn here raises questions or concerns regarding your health.***

Part of the “Missio Dei” series. If you're new to King's, make sure to text “Kings” to 94000. We'd love to hear from you! Head to kings.news for upcoming events, sermon schedules, and current announcements! Twitter | Facebook | Instagram | YouTube | kingschurchoh.com

Part of the “Missio Dei” series. If you're new to King's, make sure to text “Kings” to 94000. We'd love to hear from you! Head to kings.news for upcoming events, sermon schedules, and current announcements! Twitter | Facebook | Instagram | YouTube | kingschurchoh.com

Marc LoPresti does not lay the blame of the "massive, massive debt problem" in this country on any one administration, but does believe the timing of Moody's credit rating downgrade is "suspect." Marc believes Moody's is a lagging indicator, trailing other agencies like Fitch Group and the S&P Global Ratings. He then looks at the Trump Administration's ongoing trade and tariff negotiations with other countries.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

For clinicians in functional medicine, these cases are all too familiar. While antibiotics, herbal medicines, biofilm disruptors, and immune support are key in managing Lyme disease, restoring quality sleep is just as essential. Without sleep, healing stalls. It is during deep sleep that glymphatic clearance occurs, immune cells regenerate, and the nervous system resets. Herbal solutions can help patients with Lyme-related insomnia achieve deep, restorative sleep. This article explores how Lyme disrupts sleep physiology and how Moss Nutrition's new Sleep Select Herbal—a blend of saffron, valerian, American skullcap, passionflower, and Ziziphus spinosa—can help restore calm and rest. These botanicals are supported by clinical trials and tailored to address the unique neuroimmune dysregulation seen in Lyme disease. The Limits of Conventional Sleep Aids Many Lyme patients are prescribed benzodiazepines, sedative antihistamines, or off-label antidepressants for insomnia. While these may offer temporary relief, they rarely address root causes. Over time, they can disrupt sleep architecture, desensitize GABA receptors, and create dependency or withdrawal problems. By contrast, botanical nervines and adaptogens support endogenous pathways—enhancing GABA, modulating cortisol, and recalibrating circadian rhythm—without suppressing natural neurotransmission. This is the core strategy behind Sleep Select Herbal. How Lyme Disease Disrupts Sleep and Creates Nervous Tension 1. Neuroinflammation and Cytokine Overload Borrelia and its coinfections invade the central nervous system, triggering microglial activation and the release of inflammatory cytokines like IL-6, TNF-alpha, and IL-1β. These cytokines interfere with the function of sleep-promoting areas in the brain, such as the hypothalamus and suprachiasmatic nucleus. Impact: Reduced sleep drive, disrupted circadian signaling, and altered neurotransmitter synthesis. 2. Cortisol Dysregulation and HPA Axis Dysfunction Patients with chronic Lyme disease often exhibit abnormal cortisol rhythms—typically low in the morning and elevated at night. This flipped curve perpetuates insomnia, often manifesting as nighttime awakenings or difficulty falling asleep. Impact: Low melatonin, nighttime anxiety, impaired parasympathetic tone, and reduced vagal tone. 3. GABA and Serotonin Imbalance Lyme disease inflammation can disrupt the synthesis and receptor sensitivity of GABA and serotonin—the primary calming neurotransmitters. This leads to hyperarousal, panic, and light, unrefreshing sleep. Impact: Reduced GABAergic tone increases muscle tension, rumination, and sympathetic dominance. Five Botanicals to Restore Sleep in Lyme Disease Each herb in Sleep Select Herbal addresses a distinct but overlapping mechanism contributing to insomnia and nervous tension. Clinically formulated Sleep Select Herbal supports deep, restorative sleep for patients with Lyme-related insomnia and nervous tension. 1. Saffron (Crocus sativus) – The Circadian Calibrator In a 2021 double-blind, placebo-controlled study of 120 adults with poor sleep, saffron (affron®) at 14–28 mg improved sleep quality, reduced insomnia severity, and increased evening melatonin levels without next-day sedation (Lopresti et al., 2021). Mechanisms: Increases nighttime melatonin Reduces evening cortisol Improves sleep onset and continuity Patient Profile: Individuals with delayed sleep phase, high evening cortisol, or mood disturbances upon waking. 2. Valerian (Valeriana officinalis) – The GABAergic Grounder Valerian root enhances GABA signaling by inhibiting its breakdown and modulating GABA-A receptors. A clinical trial showed valerian significantly improved total sleep time, reduced latency, and enhanced sleep efficiency (Shekhar et al., 2024). Mechanisms: Binds GABA-A receptors without habituation Reduces anxiety and muscle tension

Part of the “Missio Dei” series. If you're new to King's, make sure to text “Kings” to 94000. We'd love to hear from you! Head to kings.news for upcoming events, sermon schedules, and current announcements! Twitter | Facebook | Instagram | YouTube | kingschurchoh.com

In this episode, Catherine LoPresti, VP of Professional Revenue Cycle Operations at Hackensack Meridian Health, shares how her time at Walmart Connect reshaped her approach to healthcare operations, from leveraging real-time data to empowering physicians and driving patient-centered innovation.

Part of the “Missio Dei” series. If you're new to King's, make sure to text “Kings” to 94000. We'd love to hear from you! Head to kings.news for upcoming events, sermon schedules, and current announcements! Twitter | Facebook | Instagram | YouTube | kingschurchoh.com

If you're new to King's, make sure to text “Kings” to 94000. We'd love to hear from you! Head to kings.news for upcoming events, sermon schedules, and current announcements! Twitter | Facebook | Instagram | YouTube | kingschurchoh.com

Dr Deanna Minich provides a comprehensive exploration of the diverse aspects of melatonin, offering a deeper understanding of the mechanisms and benefits of this sleep-associated neurotransmitter. The discussion, hosted by fx Medicine by BioCeuticals Ambassador Dr Adrian Lopresti, covers the different types of melatonin in the body, shedding light on its production sites and widespread presence across body systems. The episode also explores the connection between melatonin and the gut, its impact on mitochondria, and provides a detailed breakdown of the six pivotal roles that melatonin plays. The conversation touches on a variety of health conditions that melatonin may support, and outlines natural ways to enhance melatonin production—starting with optimising light exposure, dietary strategies, and the potential of plant-sourced melatonin. Listeners will also gain insights into how endogenous melatonin levels vary across life stages. Importantly, the podcast addresses safety considerations, differences in regulatory status, and offers evidence-based dosage recommendations. COVERED IN THIS EPISODE (00:58) Welcoming Dr Deanna Minich (01:53) What is melatonin? (04:27) The role of melatonin in the gut (06:31) The role of melatonin in energy production (08:27) Therapeutic benefits of melatonin (10:22) Melatonin's role in ageing (11:43) Melatonin in inflammation (13:56) How light affects the production of melatonin (21:14) How diet affects the production of melatonin (29:21) Plant melatonin (31:39) Melatonin production reduction through ageing (34:34) Melatonin and the circadian rhythm (40:57) Melatonin - a molecule of consciousness (44:12) The role of stress in melatonin production (46:27) Melatonin supplementation (51:59) Melatonin dosage (55:48) Timing on supplementation for sleep (58:58) Synergystic effects of melatonin and nutritionals (01:00:49) Melatonin dosage in perimenopause (01:03:10) Thanking Dr. Minich and closing remarks Find today's transcript and show notes here: https://www.bioceuticals.com.au/education/podcasts/melatonin-mechanisms-of-action-it-s-amazing-role-beyond-sleep-with-dr-adrian-lopresti-dr-deanna-minich Sign up for our monthly newsletter for the latest exclusive clinical tools, articles, and infographics: https://login.bioceuticals.com.au ***DISCLAIMER: The information provided on fx Medicine by BioCeuticals is for educational and informational purposes only. The information provided is not, nor is it intended to be, a substitute for professional advice or care. Please seek the advice of a qualified health care professional in the event something you learn here raises questions or concerns regarding your health.***

Part of the “Dying Well” series. If you're new to King's, make sure to text “Kings” to 94000. We'd love to hear from you! Head to kings.news for upcoming events, sermon schedules, and current announcements! Twitter | Facebook | Instagram | YouTube | kingschurchoh.com

Part of the “Dying Well” series. If you're new to King's, make sure to text “Kings” to 94000. We'd love to hear from you! Head to kings.news for upcoming events, sermon schedules, and current announcements! Twitter | Facebook | Instagram | YouTube | kingschurchoh.com

Part of the “Dying Well” series. If you're new to King's, make sure to text “Kings” to 94000. We'd love to hear from you! Head to kings.news for upcoming events, sermon schedules, and current announcements! Twitter | Facebook | Instagram | YouTube | kingschurchoh.com

Part of the "Dying Well" series If you're new to King's, make sure to text “Kings” to 94000. We'd love to hear from you! Head to kings.news for upcoming events, sermon schedules, and current announcements! Twitter | Facebook | Instagram | YouTube | kingschurchoh.com

Kerry Lutz and Joe LoPresti discussed exit planning for business owners, drawing from Joe's extensive experience as a wealth manager and insights from his book "Exit by Design." They emphasized the common issue of business owners receiving fragmented advice, which can lead to regrets post-sale, highlighting the importance of a proactive approach. Joe outlined the need for comprehensive planning, including understanding seller financing and identifying the right buyer to maximize business value. He introduced the concept of a "freedom point," which represents the financial threshold necessary for achieving desired post-sale lifestyles, and stressed the importance of creating a personal action plan that addresses life goals beyond business ownership. Additionally, Joe advised owners to assess their business's appeal to potential buyers, focusing on factors like owner dependency and recurring revenue streams, which significantly influence market value. Find Joseph here: https://arlington-wealth.com Find Kerry here: http://financialsurvivalnetwork.com/ and here: https://inflation.cafe

Part of the "Dying Well" series If you're new to King's, make sure to text “Kings” to 94000. We'd love to hear from you! Head to kings.news for upcoming events, sermon schedules, and current announcements! Twitter | Facebook | Instagram | YouTube | kingschurchoh.com