Epic Entrepreneurs

Finacial Planning with Justin Powell

Bill Gilliland

In this week's episode, Bill Gilliland hosts Justin Powell from Valor Private Wealth for an insightful discussion on driving business growth and financial planning.

Justin shares valuable insights on working with business owners, highlighting the importance of aligning personal goals with business growth. He explains Valor Private Wealth's detailed financial planning process, emphasizing the significance of quarterly meetings and annual reviews.

A key topic of the discussion is exit planning—how to prepare your business for a successful sale and utilize profits to secure a solid financial future. Justin also underscores the importance of business coaching and its crucial role in long-term success.

In this episode, you'll also learn why Valor Private Wealth decided to sponsor the Asheville Business Summit and how networking events can transform a business's trajectory. Additionally, Justin offers valuable advice for new entrepreneurs, stressing the importance of patience and facing challenges with a positive attitude.

Main Topics:

  • Differences in working with business owners
  • Detailed financial planning process
  • Exit planning strategies
  • Importance of business coaching
  • Advice for new entrepreneurs

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