Josh Sailar, CFP®, CPFA, a Partner at Blue Zone Wealth Advisors, where he specializes in wealth management, tax planning, and investment advisory services joins Enterprise Radio.
This episode of Enterprise Radio is in association with the Financial Planning Channel.
Listen to host Eric Dye & guest Josh Sailar discuss the following:
- 1. To begin, could you elaborate on how Blue Zone Wealth Advisors distinguishes itself in guiding business owners through the complexities of an exit strategy, and what initial steps you take to align with your clients’ goals for retirement?
- When envisioning an exit, business owners don’t always have a detailed desired outcome defined. How does your firm assist clients in not only mapping out this vision but also in ensuring it’s grounded in reality?
- In the process of selling a business, potential deals can veer off course. What strategies does Blue Zone Wealth Advisors employ to help clients set clear expectations from the outset and avoid engaging in negotiations that may not align with their objectives?
- Considering the deep emotional attachment many business owners feel towards their company, how do you at Blue Zone Wealth Advisors address and manage these emotions to ensure they don’t compromise the business owners’ leverage during the exit process?
- After a successful sale, the next challenge is often managing the wealth that comes from the transaction, from both a investing and tax perspective. What advice do you have for business owners to effectively make their money work for them as they transition into retirement?
- As our final takeaway, Josh, can you provide one essential piece of wisdom for business owners to keep in mind as they prepare their exit strategy to ensure a seamless transition and a financially secure retirement?
Josh Sailar, CFP®, CPFA, is a Partner at Blue Zone Wealth Advisors, where he specializes in wealth management, tax planning, and investment advisory services. With over a decade of experience, he crafts and manages customized financial plans for business owners, executives, and families. Josh holds a Bachelor’s Degree in Management from Binghamton University and is equipped with FINRA Series 7, 63, and 65 licenses, as well as a tax preparer license. His expertise, dedication, and contributions to his field have earned him recognition in the prestigious Forbes Best-In-State Advisors list.
Beyond his professional achievements, Josh is actively involved in community service. He participates in community rehabilitation initiatives and supports autism awareness through his work with the Magic Paintbrush Project. Additionally, he mentors young individuals as part of Big Brothers Big Sisters of Greater Los Angeles. Josh also helps to spread financial literacy by sharing valuable planning insights to the public as a contributor for Kiplinger.
In his personal life, Josh enjoys staying active through playing pickup soccer and surfing at Manhattan Beach.
Website: https://www.bluezoneadvisory.com
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