Episode 197: How to Structure a Business for a Profitable Exit and Long-Term Wealth
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What is the best way to build a business that creates long-term wealth and a successful exit?In this episode of the Alternative Investing Advantage Podcast, Alex Perny sits down with David Flores Wilson, Managing Partner at Sincerus Advisory, to break down how entrepreneurs and small business owners can design their companies for scalability, valuation growth, and eventual exit—while avoiding the most common mistakes that destroy value.David explains how exit planning should start from day one, why understanding business valuation is critical, and how owners can reduce dependency on themselves by building systems, processes, and management teams. The conversation also explores tax-efficient exit strategies, business entity structures, succession planning, and how entrepreneurs can prepare financially and psychologically for life after selling their company.Whether you plan to sell to a strategic buyer, private equity, management team, family members, or through an ESOP, this episode provides a practical framework for building a business that is attractive to buyers and aligned with your long-term goals.Topics Covered:• How exit planning works for business owners• How to increase business valuation and multiples• Stock sale vs asset sale differences• S-Corp vs C-Corp considerations• Qualified Small Business Stock (QSBS) explained• How to make a business less owner-dependent• Recurring revenue vs project-based revenue• Succession planning for family businesses• Life and identity after selling your business• Building wealth inside and outside the businessIf you’re an entrepreneur, founder, or small business owner looking to turn your company into a powerful wealth-building vehicle, this episode is for you.Subscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com.Learn more about our guest, David Flores Wilson:linkedin.com/in/david-flores-wilson-cfp®-cfa-02b5aLearn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-irahttps://www.linkedin.com/company/Advanta-IRA/https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/#businessexitstrategy #alternativeinvesting #selfdirectedira
Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.
