Preparing for the Inevitable: Exiting Your HVAC Business with Jeremy Pugliese

📢 NEW PODCAST EPISODE ALERT!

PREPARING FOR THE INEVITABLE: EXITING YOUR HVAC BUSINESS

Are you a business owner in the HVAC industry struggling with long-term planning and preparing for your inevitable exit?

We understand that it can be a daunting task to think about the future, but it's crucial to ensure financial stability and freedom.

That's why we're excited to share our latest episode of the HVAC Financial Freedom Podcast, featuring certified exit planner Jeremy Pugliese.

D. Jeremy Pugliese, CExP, RICP, WMCP is a Wealth Management Advisor with Planning Alliance. Jeremy assists business owners in designing and implementing optimal financial plans. His areas of expertise are business continuity planning, partnership negotiations, business exit planning, and employee retention plans. He and his team are dedicated to ensuring clients experience the highest level of service based on a foundation of integrity, security, and follow-through.

By listening to this episode, you'll gain actionable insights on how to prepare for the inevitable and exit your HVAC business with confidence. You'll also learn...

00:20 Introducing Jeremy (Planning Alliance)

1:35 Jeremy's Origin Story

4:00 The Moment that Sparked Jeremy's Career Move from Trades to Finance

9:35 Why is Long-Term Thinking a Struggle for Many in Business?

13:12 Grow Your Business and Gain Freedom with Peer Groups and Strong Management

20:35 How to Check if Your Business Can Run Without You: Tests You Can Take To Measure Business Success

29:25 How to Determine the Value of Your Business for a Successful Exit Plan

37:07 Life After Exiting Business: What Successful Business Owners Want to Do With Their Time

40:57 How to Cope with Identity Crisis After Exiting Your Business

45:13 Book a Consultation with Jeremy Today

47:34 Wrapping Up

So, if you're ready to take the first step towards securing your financial future, don't miss out on this game-changing episode!

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📢 Connect with us!

👉 Full episode can be found here: https://polianna.net/preparing-for-the-inevitable-exiting-your-hvac-business/

👉 Join our FB Group: https://www.facebook.com/groups/hvacfinancialfreedom/

📢 Connect with Jeremy!

📅 Start planning for your exit strategy today! Book a 15-minute phone call with Jeremy here: https://outlook.office365.com/owa/calendar/[email protected]/bookings/

🌐 For more detailed information, visit their website at: www.planningalliance.com

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This podcast is for informational purposes only and is not affiliated with or endorsed by PAS, Guardian, or Planning Alliance and opinions stated are their own. 

D. Jeremy Pugliese is a Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. California License #0L01672 This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 

2023-150203 Exp. 02/25

Sponsored by: Polianna.net