Episode 10 – When to Open the Door to Exit Planning with Ashley Micciche
Ashley Micciche is the CEO at True North Retirement Advisors. She helps business owners exit their business and retire with financial security, letting them focus on running their business while she plans the exit. Ashley is a second-generation family business owner, so she understands the plight of the day-to-day business owner trying to do everything. Her first career plan was to be a river raft guide, but then she went to business school and discovered helping people retire is where she wanted to be.
In this episode, we discuss:
• How exit planning looks different for every business and business owner
• Starting to think about exiting your business even 10 years before you want to
• Working with an advisor to take care of all the details is important in order to keep running your business
• Building a team to work on the exit with you- not leaving it all up to one advisor I hope you will find this episode as exciting and informative as I have. Please let me know your thoughts!
Connect with Ashley Website: https://truenorthretirementadvisors.com/
Steve Eschbach is founder and president of Eschbach Enterprises, Inc. (EE), a comprehensive business advisory firm focused on enhancing corporate value to take business owners to their next level of success. Through the various subsidiaries under the EE umbrella as well as the established affiliations/strategic partnerships he has established in his 40-plus years as a senior financial executive leader, Mr. Eschbach has the direct experience and/or knows subject matter professionals that enables business owners to continue to thrive. His companies over the years have represented both the sellers and buyers in dozens of business transactions over 40 years, ranging in size from under $100 thousand to over $15 billion, and in industries such as energy, technology, entertainment, healthcare management, retail and home services to name a few.
Building upon this, Mr. Eschbach is a published author, sought-after public speaker, audio and video podcast host at both the local and national levels and community leader – both past and present – on a number of community nonprofit boards and professional organizations. Mr. Eschbach holds a Bachelor of Science degree in Accounting from the University of Connecticut and a Master of Business Administration degree in Investment Finance from the University of Hartford. He has been a Chartered Financial Analyst since 1989 and is an Illinois licensed producer in life/health insurance as well real estate.
Connect with Steve Eschbach Website:
https://eschbachenterprises.com
LinkedIn: https://www.linkedin.com/in/speschbach