Before the Wire Hits: What to Do in the First 90 Days After a Business Sale

Selling a business is often viewed as the finish line. The paperwork is signed, the wire hits the account, and years of hard work have finally paid off. But according to Rob, that's exactly when some of the biggest mistakes can occur.

He explains why the first 90 days after a business sale are so important and why business owners should build a post-sale financial plan before making major commitments. If a business sale is in your future or recently happened, this conversation offers a practical roadmap for what comes next.

Go inside the episode:

0:00 – Intro

1:08 – Why the first 90 days matter

2:09 – Building a post-sale financial plan

3:17 – The #1 Question to Ask

5:18 – Tax Planning

6:56 – Investment strategies and risk management

8:42 – Buckets

10:56 – Common Mistakes

13:19 – Steps to take before you sell

14:21 – What to do if you've already sold

15:12 – Book a Free Discovery Call

Helpful Resources:

Phone: 801-717-9237

Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do

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Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87Q

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