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Podcast 122 – When is Enough Really Enough? 5 Strategies to Create a Transition Plan

When is Enough Really Enough? 5 Strategies to Create a Transition Plan

Our guest today on #PoisedforExit featured Sharon Olson, Founder and President of Olson Wealth Group. Sharon got her start as an entrepreneur at the ripe old age of 9 years old, when she started a paper route. As a child on a farm in a small town, her opportunities growing up were few, so she ran her paper route all through college. As she says “I never wanted to be poor again, so I worked hard, saved money and dreamed big dreams“.  In college she heard about financial planning  as a profession and it interested her so much that she moved herself into the profession. 

Sharon's experience mirrors mine and many other advisers who are still finding that owner's lack of readiness and gaps in business value are still big obstacles to successful exits. The more time you allow yourself and the more you work on the business, the better your outcome. 

Sharon shared some very interesting stories about a few of her clients and their family business transitions. She also discussed several ways to transition to the children that you will likely find intriguing and helpful. Listen to the episode and hear more of Sharon's advice and expertise

Find Sharon Olson here and Julie here

Thank you to this month’s sponsor!  Sunbelt Business Advisors and John A Knutson & Co, PLLP, JAK + Co

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Julie Keyes
Julie Keyes

Founder & Owner at KeyeStrategies, LLC

Julie is a Certified Exit Planning Adviser and Value Growth Advisor with 30+ years of experience. She works with business owners who seek to understand and maximize their exit and critical transition options.

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