Finishing Touches: How to Maximize Value and Strategize Your Business Transition
Financial Planning for Business Owners with Joe Seetoo
February 29, 2024
In this episode, Vincent Mastrovito interviews Joe Seetoo, a seasoned expert in financial planning and wealth management. Joe shares his passion for exit planning and working with business owners, which stems from his personal experience as a second-generation owner. He discusses the challenges faced by business owners, such as running personal expenses through the business and the need for tax and estate planning. Joe also introduces his new offering, a retainer-based or flat fee model that provides comprehensive financial planning and leverages a network of advisors. The episode emphasizes the importance of understanding personal expenses and the value of alternative investments for business owners.

Key Points From This Episode:

02:00 Joe's Passion for Exit Planning

05:00 Joe's New Offering for Business Owners

07:31 Challenges Faced by Business Owners

10:09 Alternative Investments for Business Owners

11:51 Receptivity of Business Owners to Comprehensive Planning

13:23 Challenges in Understanding Personal Expenses

15:03 The Value of Joe's Approach to Portfolio Management

17:47 The Importance of Net Value for Business Owners


Morton Wealth
Joe Seetoo on LinkedIn
Morton Wealth on LinkedIn
Morton Wealth on Instagram
Prometis Partners
Vincent Mastrovito on LinkedIn