Jonathan Lopez and Drew Harris, the team behind True Vise Financial, are back on The 323 Podcast to talk about a risk most business owners never see coming: building a company that quietly becomes their entire retirement plan.
They dig into why the average owner has 70 to 80 percent of their net worth tied up in a single business, why that concentration is riskier than most owners realize, and why only 20 to 30 percent of businesses listed for sale ever actually sell.
Jonathan and Drew share how they help clients separate personal wealth from business wealth, build real liquidity outside the company, and ask a question most advisers never bring up: what would the next leader do with this money?
It’s a practical, honest conversation for any business owner who has never stopped to ask how much of their future is riding on one asset.
Learn more about Jonathan, Drew, and True Vise Financial at https://www.truvize.com
Listen to more episodes at https://www.323podcast.com The 323 Podcast is Sponsored by C12 Borderplex.
Learn how C12 helps Christian CEOs build great businesses for a greater purpose at https://www.c12borderplex.com
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