Centura Client Experience from the View of a Retired Business Owner (Ep. 80)
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Are you thinking about selling your business? Do you feel overwhelmed and unsure about the process?
In this episode, Derek Myron interviews Donovan Weber, who recently sold his business to an international conglomerate. Donovan shares the planning process he went through at Centura Wealth Advisory (Centura) before and after selling his business, the things he discovered along the process and how it helped him achieve his goals.
Donovan discusses:
- What it’s like to move through Centura’s Liberated Wealth® process
- How Centura helped him navigate charitable planning and tax efficiency
- How alternative investments have benefited his overall portfolio
- His advice for business owners who haven’t considered an exit strategy yet
- And more
Resources:
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.