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Round Table | The Exit Playbook: Turn Your Business Sale into Lifelong, Tax-Free Cash Flow
29th April 2025 • The Wealth Without Wall Street Podcast • By Russ Morgan & Joey Muré
00:00:00 00:32:14

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Planning to sell your business? You’ve spent years building it—now it’s time to think about the next chapter. In this episode, the financial coaches discuss how to turn the sale of your business into lifelong, tax-free cash flow. They dive into strategies for creating an exit strategy that not only maximizes the value of your business but also shields your sale proceeds from taxes.


They share how using infinite banking and life insurance can provide a tax-free income stream after the sale, and why planning is key to success. Whether you're years away from selling or thinking about an exit soon, this episode is packed with actionable insights to help you plan your exit strategy.


Top three things you will learn:

-Building a successful exit strategy

-Creating a tax-free cash flow 

-Maximizing the benefits of infinite banking


Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.


This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.


The hosts may have a financial interest in the programs or services mentioned in this episode.


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