perspectives
The Small-Business Playbook: Strategy, Taxes, and Timing
Dimensional’s Mark Gochnour, Head of Global Client Services, sits down with Pat Collins and Michael Goodman from Greenspring Advisors for a dive deep into the unique challenges facing small-business owners navigating growth, managing their own wealth, and planning for an eventual exit. They tackle the critical intersection between personal financial planning and business strategy. Whether you’re an owner thinking about selling—or just starting to plan—this episode offers key insights to help you maximize not just your exit, but life beyond it.
