Episode #26
Ep 26: Financially Prepared, Financially Protected - Exit Planning Done Right
Touchstone Talks Episode 26 features Dave Altman, Principal and Wealth Advisor at Bernstein Private Wealth Management, on the mission behind his work with business owners. Dave went through his own transaction with poor guidance from his advisors. He came out owing money rather than having the resources he expected. That experience became the foundation for his career. He educates entrepreneurs so they can go into a transaction empowered and come out of it with choices, not obligations. He is direct about what that means in practice. He tells clients upfront when he may not be the right person for their situation, something he wishes someone had told him. He guides business owners to be financially prepared and protected well before, during and after their transaction, so they avoid the mistakes he made and walk away with real options for what comes next. touchstoneadvisors.com linkedin.com/company/touchstone-advisors-m-a directlinemediaproductions.com/professional-podcast-production
