Hot take · 17:17
// THE QUOTE
“When a business owner sells their business, most times all of their assets are in that business”
— Peter Freeman CFP · Freeman Group Private Wealth Management
Names the real fear for owner-operators — retirement locked inside the company — and why they work too long; directly resonant for construction subs and GCs.
Full episode at 17:17Selling Your Construction Business? Succession, Wills & Exit Planning for Contractors | Freeman Group (IG Wealth) ▸
THE LESSON THIS CLIP CARRIES
Most owners' entire retirement is locked inside the business, so build the advisor relationship years before the sale forces it.
“their retirement is locked up in that business and it's a scary time”
THE CHAPTER IT LIVES IN
Beyond investments: the financial quarterback role
10:00
Clips like this, every two weeks.
SOURCE: 17:17 of Selling Your Construction Business? Succession, Wills & Exit Planning for Contractors | Freeman Group (IG Wealth)