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Market surveys show that a large number of business owners plan to exit their business in the next 5 to 10 years.

Are you one of them?

In this episode, Royal Standley shares a simple yet highly effective 7-step guide that helps you achieve maximum value from your business exit, whether it’s a sale to an outside party or an internal transfer of ownership to family or employees. Join him as he assists business owners define their ideal vision, and provides various strategies to achieve them.

In this episode, you will learn:

• The importance of planning your exit well in advance to maximize your business value
• How to cover any potential gaps in your financial plan through a robust gap analysis
• How to ensure business continuity, should something happen to you, and integrate your business sale with your estate planning
• Ways to build and preserve your business value using efficient value drivers
• And more!

Tune in now to learn how you can lay out strong groundwork for your business exit, so that the transition is seamless and far more efficient!

Resources: Oregon Pacific Financial Advisors  |  About Royal Standley  |  Schedule Online with Royal Standley  | (541) 772-1116  |  Email Royal Standley 

Discussions in this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. All investing involves risk, including the potential for loss of principal. Securities and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Oregon Pacific Financial Advisors and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice. 

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | TuneIn | RSS | More

Looking at drastic market swings, people often get emotionally overwhelmed and seek to “time” the market in the short-term.

In this episode, Royal Standley highlights the importance of building a comprehensive plan that helps you get through the market turmoil, which may ultimately benefit you in the long-run. He also takes an extensive look back at where we were in 2020, and what the coming years look like by analyzing the potential risks on the horizon.

In this episode, you will learn:

• What you might expect in 2021 from an economic and a market standpoint
• Ways in which rapid innovation and a massive fiscal stimulus has affected the economy
• The impact of the ongoing market trends on small businesses
• How to diversify your portfolio to achieve stability and hedge against a potential boost in inflation
• And more!

Tune in now to learn how you can be better positioned to achieve your short-term and long-term financial goals!

Resources: Oregon Pacific Financial Advisors  |  About Royal Standley  |  Schedule Online with Royal Standley  | (541) 772-1116  |  Email Royal Standley 

Discussions in this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. All investing involves risk, including the potential for loss of principal. Securities and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Oregon Pacific Financial Advisors and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.