Welcome to the inaugural episode of our latest Breakdown series on POTOMAC TV, featuring Wealth Manager Nick Bartolo and M&A Advisor Paul Giannamore. In this episode, Paul and Nick delve into the critical topic of asset valuation for home service businesses. With skyrocketing valuations in recent years, business owners face complex decisions about selling and managing newfound wealth.

Join us as we discuss:

• The impact of inflated asset values on home service businesses
• Strategies for transitioning from business income to managing a substantial portfolio
• The importance of personal discovery in financial planning
• Scenario analysis for making informed selling decisions
• Diversifying investments and managing risk post-sale

Whether you’re considering selling your business now or in the future, this episode offers valuable insights to help you make informed decisions and plan for long-term financial health.

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