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Summary of Podcast on Joe Seetoo - The Realities of Selling your Business in a Zero Interest Rate Environment - The Grid Wiki

Joe Seetoo - The Realities of Selling your Business in a Zero Interest Rate Environment

Exit Coach Radio

Podcast

| March 29, 2024

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Joe Seetoo - The Realities of Selling your Business in a Zero Interest Rate Environment

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Joe Seetoo - The Realities of Selling your Business in a Zero Interest Rate Environment

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Original Description

Mr. Seetoo is a Partner and Vice President with Morton Capital Management - a Registered Investment Advisor managing about $1.6 bn in assets under management as of June 30, 2016. As a Certified Financial Planner and Chartered Financial Analyst, Mr. Seetoo has 17 years of experience in developing investment strategies for affluent business owners and high net worth families.

Questions Answered:

1. Why is it important for business owners to do financial planning prior to selling their business? 2. Your firm has a niche in identifying alternative investment strategies - why is that? 3. How can business owners (or any investor) generate sufficient income in Zero interest rate environment after they sell their businesses?

Contact Info:

Website: www.mortoncapital.com Email: jseetoo@mortoncapital.com

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About Exit Coach Radio

Exit Coach Bill Black interviews Top Advisors for Tips, Ideas & Precautions for Business Owners who want to grow and protect their company value and plan for a successful Business Sale or Transfer. Listen daily so you can be well-planned!

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