Скачать или смотреть The X’s and O’s of Buying/Selling a Business in Retirement w/ George Rosen and George St Pierre III

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We’re excited to be back today with George Rosen and George St Pierre III of Contango Investments, Inc. to dive deeper into what it really takes to buy or sell a business as part of a retirement strategy.

In part two of this conversation, the Georges walk through the practical X’s and O’s- from self-assessment and financing realities to SBA loan requirements, due diligence, and why geography and cash flow matter more than most people realize. They also flip the script to the seller’s side, explaining how advance planning and building a strong advisory team can dramatically increase business value.

Here’s some of what we discuss in this episode:

🔍 Self-assessment before buying a business
💰 SBA financing, cash flow & debt service coverage
📍 Why location and owner involvement matter
🧾 Due diligence and avoiding costly missteps
🚪 Exit planning that increases long-term value
🧠 The power of a coordinated advisory team

0:00 - Intro
0:47 - Self-assessment and financing
3:42 - Location, operations, and buyer realities
8:00 - Seller readiness and removing the owner
14:18 - Coaching and long-term strategy
15:34 - Building the right professional team

Resources for this episode:

Contango Investments:
Website: https://contangoinvestments.com/
LinkedIn:   / dashboard  
Facebook:   / contangoinvestmentsinc  
Instagram:   / contango_investmentinc  
X: https://x.com/biz_broker

George Rosen:
LinkedIn:   / floridabusinessvaluations  

#businessowner #businessbuying #sellingabusiness #retirement
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