Building a successful business is one thing, but are you making the right financial decisions to protect what you've built? In this episode, George welcomes Alejandra Borge, CFP®, who works with business owners and families to connect their business finances, personal wealth, taxes, and long-term goals. Together, they explore three common financial mistakes business owners make and share practical considerations for protecting personal wealth, maximizing tax opportunities, and preparing for an eventual business exit.
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