ELEVATE - Business Transition (Exit) Planning

Most business owners wouldn’t try to run their own legal department or build their own manufacturing equipment. Yet, many still attempt to handle marketing on their own. Modern marketing is highly specialized. From data analytics to automation, the landscape is constantly evolving. Companies that invest in expertise and strategy gain a real advantage. As Adam D. Koós, CFP?, CMT?, CEPA points out, you can’t do everything yourself—and you shouldn’t try. Your time is best spent on what made your business successful in the first place. Outsourcing marketing to the right team frees you up to focus on growth, leadership, and innovation. If marketing isn't delivering leads, something needs to change. A solid strategy and the right team can turn things around. #B2BMarketing #LeadGeneration #MarketingStrategy #ManufacturingGrowth

"Gold Prices Drop, 'Gasping for Air' a Day After Notching Record Highs." Check out my latest appearance in @MarketWatch w/ @MktwSaefong and tell us what you think! https://lnkd.in/eztgYRTS

Most business owners aren’t ready to sell when the time comes. This week on Missing Half, Adam D. Koós, CFP?, CMT?, CEPA breaks down the three essential steps to maximize your business’s value before selling and answers questions such as: ?? How far in advance should you plan your transition? ?? Why marketing directly impacts your business’s sale price ?? The biggest mistakes owners make—and how to avoid them Adam joins us as the founder of Libertas Wealth Management Group, Inc., ELEVATE - Business Transition Consulting, and ADRENALINE Advisor Consulting to bring well-rounded advice to manufacturing and B2B business owners. ?? Listen now: https://lnkd.in/e3ZpU6gY #ExitPlanning #BusinessGrowth #B2BMarketing #Entrepreneurship

Discover the eye-opening statistics behind business sales. Adam D. Koós, CFP?, CMT?, CEPA explores why 80% of businesses dissolve, how many sell for less than market value, and the regrets of owners after selling. Don’t make these mistakes—learn more about planning your business exit effectively. https://lnkd.in/ePK62vQi #BusinessStatistics #Entrepreneurship #BusinessGrowth #ExitStrategy #MarketValue #BusinessSale #SmallBusinessTips #EntrepreneurLife #PlanningForSuccess #OwnersRegret

Check out this insightful article in Proactive Advisor Magazine, featuring highlights on the CMT Association and Golden Gate University collaboration. The article includes perspectives from industry experts: David Lundgren, CMT CFA, Adam D. Koós, CFP?, CMT?, CEPA, Anitha Manohar, Nick Chong, and Peter Mauthe.? ?????????? ????????: https://lnkd.in/eHxRBRYC

Incredible news to share right at the start of the new year…thanks so much to all of our supportive clients, colleagues, and the community. It was “us” that did this - you and our team at Libertas Wealth - we truly would not exist without you. ?????? Libertas Wealth Management Group, Inc. ELEVATE - Business Transition Consulting ADRENALINE Advisor Consulting Gina Howard Kim Warrick, CFP?, CRPC? Donna Koos Loren Traucht Columbus CEO

Day 1 of The 12 Days of Christmas coming at you, starting with “A partridge in a pear tree,” or should I say… building your financial branches! ??

Is this the end? Is the market set to crash in early 2025? Is this what the view looks like from the top? Between the Dow being down more days in a row than it had been since 1978, plus all the chatter on the internet, I thought I'd help cut through the noise and share what's REALLY happening out there. Let me know if you have any questions, or if you'd like a 2nd opinion on your retirement plan or investment portfolio! https://lnkd.in/ecszjPvE #retirement #retirementplan #retirementplanning #financialplan #financialplanning #financialadvisor #financialplans #investments #investmentmanagement #wealthmanagement #wealthmanager #investing #trading #stocks #stockmarket #stockmarketcrash ELEVATE - Business Transition Consulting Libertas Wealth Management Group, Inc. Gina Howard Kim Warrick, CFP?, CRPC? Loren Traucht Winnie Tataw ADRENALINE Advisor Consulting

Are you leveraging Qualified Opportunity Zones to optimize your investments? In this episode of Elevate Your Business, Adam Koos talks with Andrew Doup, founder of Syndication Counsel, about the powerful federal and state tax incentives these zones offer. Learn how to: ? Maximize your returns ? Minimize tax liabilities ? Avoid common pitfalls If you're an investor or business owner, this episode is packed with actionable insights to enhance your financial strategy. ??https://lnkd.in/eWP2BsK7 #TaxPlanning #InvestingTips #QualifiedOpportunityZones #FinancialStrategy #BusinessPodcast Andrew P. Doup, Esq.

?? Ready to scale your business and exit profitably? In this episode of Elevate Your Business, Adam Koos talks with Joseph Sofia, Regional President at First National Bank. Learn the essential steps for scaling your business and making a "profitable goodbye" when it's time to sell. ??https://lnkd.in/e2z4FRZe #BusinessGrowth #Entrepreneurship #ScalingYourBusiness #BusinessExitStrategy #Podcast Joseph Sofia First Financial Bank