posted on May 8th 2017 in Austin CFP Team Posts with 0 Comments /

You never have so much success, money, or experience that you can’t go broke.

Develop a plan for post-sale success prior to the sale of your business. WorthPointe Partner Morgan H. Smith, Jr., IMBA, CFP® was invited by the Austin Dale Group to discuss the personal financial strategies to consider while selling your tech business.

Download the webinar to learn more about:

  • The difference between speculating and investing
  • Risking Retirement on Your Business
  • Finding Purpose after Selling Your Business
  • Assembling a team that will help you succeed.

Click here for a complimentary download of the Essentials of Selling Your Tech Business.

about the author: Morgan H. Smith Jr. IMBA CFP®

Morgan Smith Jr. IMBA, CFPMorgan H. Smith Jr. IMBA CFP, who has been a fee-only financial planner for over 12 years, specializes in wealth management for successful families, business owners, retirement plans and institutions requiring a disciplined fiduciary process.

An Assistant Professor at the University of San Diego, Morgan has been a frequent speaker to many professional organizations and has appeared on CNBC, Fox Business New Live and is a founding member of the Strategic Trusted Advisors Roundtable.

Learn More and/or Contact Morgan

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