Centura Client Experience: Exiting a Business (Ep. 78)
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The sale of a business represents not only the culmination of years of hard work and dedication but also a unique opportunity to amass considerable wealth.
With so much at stake, having a specialized wealth management team in your corner can make a significant difference!
In this episode, Derek Myron speaks with Jimmy Page, who recently sold his business. Jimmy shares his experience of working with Centura Wealth Advisory (Centura) and how it has benefited his wealth management.
Jimmy discusses:
- When is the ideal time to start planning your business exit
- The importance of having a collaborative team of professionals (financial advisors, CPA, estate planning attorneys, etc.)
- How Centura helped him navigate alternative investments
- His advice on what to look for in a professional wealth management team
- And more
Resources:
Connect with Jimmy Page:
Connect with Derek Myron:
Connect With Centura Wealth Advisory:
- (858) 771-9500
- Centura Wealth Advisory
- LinkedIn: Centura Wealth Advisory
The presented testimonial is from a current Centura client and is for informational purposes only. The statements provided should not be considered as a representation of all client experiences, which may differ substantially.