Manage episode 272097534 series 2138740
In today’s podcast episode Jim and Tyson dive into exit planning with Ashley Micciche.
Ashley Micciche is the CEO of True North Retirement Advisors, an independent financial advisory firm managing over $250 million in client assets, and located just outside of Portland, Oregon. She specializes in designing, building, and implementing custom-designed exit plans to help her business owner clients secure their final and most important business decision - the exit from their business.
Listen to the podcast here.
6:35 getting started with exit planning9:17 valuing your law firm11:30 what can firms do to protect their assets during the pandemic17:26 begin with end in mind20:23 when you know you should have a plan, but you don’t yet 22:55 The One-Minute Retirement Tip Podcast
Jim’s Hack: Jim has found by putting all their meetings on Monday’s it has lessened the interruptions throughout the rest of the week.
Ashley’s Tip: Find out what your business is worth - www.truenorthra.com/valuemybusiness
Tyson’s Tip: Post your office hours on your door so team members know the hours they can come talk to you.
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