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Can Small Business Owners REALLY Achieve Financial Freedom?

As a small business owner, have you ever wondered, “How much do I need to sell my business for to retire comfortably?” In this video, I’ll guide you through the essential steps to calculate your number—the amount you need from the sale of your business to achieve your retirement dreams.

Planning for retirement as a business owner is different. Unlike traditional employees, your business is likely your largest asset—and your key to financial freedom. But how do you bridge the gap between your business’s current value and your ideal retirement target? That’s exactly what we’ll cover.

I’ll show you how to determine your “number” by considering factors such as your desired lifestyle, anticipated expenses, and current savings. I’ll also discuss strategies to increase your business’s value to close the wealth gap.

Building a strong team of financial advisors, CPAs, and legal experts is critical to navigating the complexities of a business sale and ensuring a smooth transition to retirement.

Whether you’re planning to sell in 2 years or 20, running your business with a buyer’s perspective will ensure you’re ready when the time comes. If you’ve ever felt unsure about whether your retirement goals are achievable, this video will provide clarity and direction.


Zachary Morris

Zachary Morris, CFP®

Having traveled to over 35 countries, Zach is a believer in Ralph Waldo Emerson’s statement that Life is about the journey, not the destination. Being a CERTIFIED FINANCIAL PLANNER™ provides Zach the opportunity to help clients define and realize their journey, and co-founding Paces Ferry Wealth Advisors, an independent firm, allows the freedom to define the client experience along the way.