Ep. 41 – Matching Your Business Exit with Your Financial Goals – Max Rosen and Robert Dietz
Mon Jan 05 2026
As a business owner, most of your net worth is tied up in your business. So, how do you match your retirement vision with your business exit? The key takeaway: Do your homework and plan early to match your goals for the next chapter with the plan you establish for your business exit.
Bernstein has been in business for 60 years in wealth management services. One of their main focuses is working with entrepreneurs and multi-generational families, and advising business owners for retirement isa key aspect of their services.
Max Rosen is Principal and Robert Dietz is the National Director of Tax Research for Bernstein Private Wealth Management.
Bernstein services can be found at Private Wealth Management | Bernstein
Max can be followed at Max Rosen | LinkedIn
Robert can be followed at Robert Dietz, CFA | LinkedIn
Connect with our hosts: Chris Jones - CEO and co-owner, and Matt Silasiri - Vice President of Business Development at True North Mergers & Acquisitions and Sunbelt Business Advisors.
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As a business owner, most of your net worth is tied up in your business. So, how do you match your retirement vision with your business exit? The key takeaway: Do your homework and plan early to match your goals for the next chapter with the plan you establish for your business exit. Bernstein has been in business for 60 years in wealth management services. One of their main focuses is working with entrepreneurs and multi-generational families, and advising business owners for retirement isa key aspect of their services. Max Rosen is Principal and Robert Dietz is the National Director of Tax Research for Bernstein Private Wealth Management. Bernstein services can be found at Private Wealth Management | Bernstein Max can be followed at Max Rosen | LinkedIn Robert can be followed at Robert Dietz, CFA | LinkedIn Connect with our hosts: Chris Jones - CEO and co-owner, and Matt Silasiri - Vice President of Business Development at True North Mergers & Acquisitions and Sunbelt Business Advisors.