Poised for Exit Podcast

Greg Carlson

Boyum Barenscheer’s Gregory Carlson CFP, MBT, CDFA, RICP, CMAA, PFS, CPA joined Julie Keyes in the latest episode of the Poised for Exit podcast. In the discussion, Greg explained the pros and cons of Stock vs. Asset Sales and the impact of Capital Gains liability on both buyers and sellers. He also touched on Goodwill and its substantial role in business valuation, highlighting the importance of building intangible assets for a better future payoff.

Listen to the podcast HERE.


Optional SECURE 2.0 Provisions for Manufacturing Plan Sponsors