Business Owner Legacy Tips with Founder Evan Poling

Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your plan with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com! - People always want to save money. Why add another fee in the daisy chain, unless you are either so busy or you need the guidance of a business broker? Founders often want to sell their business but they may want to keep control during the process, just like when they built their business. And yet, owners aren’t always realistic in their single focus – they have a vested interest but is the demand really there with buyers? You won’t know unless you test the market. Even if you obtain an appraisal (valuation), it’s an unknown number until you go to market. In this podcast episode, hostess Angelina Carleton speaks with founder Evan Poling of www.bizretire.com about his training working with financial institutions that reported to FinCEN (under the Department of the Treasury) to what he saw with the US Dollar as a reserve currency under the Bank Secrecy Act. So with about 15 million businesses in the US today, what is the value to retaining a business broker when 90% of businesses are under a million dollars? What do sellers need to do to get their financials in order as well as their policies and procedures? Tune in so your legacy doesn’t get caught in a holding pattern if it is time to sell for your freedom and next life chapter. - At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now. - Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.