As a business owner, most of your net worth is tied up in your business. So, how do you match your retirement vision with your business exit? The key takeaway: Do your homework and plan early to match your goals for the next chapter with the plan you establish for your business exit.

Bernstein has been in business for 60 years in wealth management services. One of their main focuses is working with entrepreneurs and multi-generational families, and advising business owners for retirement isa key aspect of their services.

Max Rosen is Principal and Robert Dietz is the National Director of Tax Research for Bernstein Private Wealth Management.

Bernstein services can be found at Private Wealth Management | Bernstein

Max can be followed at Max Rosen | LinkedIn

Robert can be followed at Robert Dietz, CFA | LinkedIn

Connect with our hosts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Chris Jones⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - CEO and co-owner, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Matt Silasiri⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Vice President of Business Development at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠True North Mergers & Acquisitions ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sunbelt Business Advisors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

The political landscape that your business lives in has a huge effect on how you choose to operate your life’s work. So, where do things stand today, and what does the future look like?

We welcome Tim Sanders to the podcast this week. Tim is the mayor of the city of Blaine, having served in office since 2021. Previously, Tim was a member of the Minnesota House of Representatives for 8 years from 2009-2017.

Tim can be followed at Tim Sanders | LinkedIn

Connect with our hosts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Chris Jones⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - CEO and co-owner, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Matt Silasiri⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Vice President of Business Development at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠True North Mergers & Acquisitions ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sunbelt Business Advisors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Business owners are commonly trying to find new ways to grow their business. They are searching for ways to bring new customers or clients their way. But when the answer isn’t a big sales team or a big new active marketing campaign, what will work? Many businesses are finding that optimizing and maximizing their digital presence can make a huge impact in this technology driven environment.

Evolve Systems is a digital marketing agency based in St. Paul, MN. They work primarily with middle-market B2B business. They specialize in design and branding, website development, digital marketing and search engine optimization (SEO). Marnie is the founder of Evolve Systems and has been the CEO of the company for 23 years.

Evolve Systems can be found at Twin Cities B2B Marketing Agency | Evolve Systems.

Marnie can be found at Marnie Ochs-Raleigh | LinkedIn

Connect with our hosts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Chris Jones⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - CEO and co-owner, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Matt Silasiri⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Vice President of Business Development at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠True North Mergers & Acquisitions ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sunbelt Business Advisors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.