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Start, Scale, Step Back: The Business Owner’s Transition

Welcome to Season 3, Episode 10 of Meet the Expert® with Elliot Kallen!

In this episode, Elliot Kallen brings on Laurie Barkman to discuss the intricate journey every entrepreneur faces: the path from birthing a business idea to the emotional and pragmatic challenges of selling and transitioning into Retirement. They discuss the essential role of an advisor, the hazards of not being adequately prepared for transitions, and the significance of charitable considerations post-sale.

Read More:https://prosperityfinancialgroup.com/podcast/meet-the-expert-with-elliot-kallen/start-scale-step-back-the-business-owners-transition/
Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment/
Visit Us: https://prosperityfinancialgroup.com/

We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in.

At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal Relationships. Our remote service structure enables us to help you from anywhere, anytime.

Get started: https://prosperityfinancialgroup.com/book-your-appointment/

Elliot Kallen Wealth Manager | Registered Principal

For more than three decades, Elliot has provided customized wealth management solutions for entrepreneurs, business owners, retirees, and millennials.

Elliot and his wife, Tammy, are passionate about giving back to the community through their 501(c)(3) foundation, A Brighter Day. Through his partnership with A Brighter Day Charity, the Kallen family has helped local teens and young adults recognize and access resources to cope with the risks of stress and depression.

He enjoys spending his free time with his family. Some of his hobbies include cooking, wine, golf, travel, and studying history.

He lives in Lafayette, California with his wife, step-daughter, and grandson.

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