Articles by Dan Reese
- Podcast
Think Your Business Is Worth More? What Buyers See That You Don’t
What factors actually influence value, and how can small changes today impact what you walk away with later?
- Retirement
From Owner to What? Preparing for Life After a Business Exit
Practical exercises to help business owners design their ideal week, align with their spouse, and prepare emotionally for what comes next.
- Retirement
Turning Roth Conversions Into Long-Term Tax Control
Walks through how Roth conversions, a taxable event, can fit into a broader retirement and estate plan for high-income earners.