Before the Wire Hits: What to Do in the First 90 Days After a Business Sale
Here’s what we discuss in this episode:
⚠️ Emotional Risks: Why the first 90 days matter
📊 Usable Wealth: Understanding what you actually have
🧾 Tax Strategy: Preparing before surprises arrive
🪣 Bucket Planning: Giving every dollar a purpose
🚫 Common Mistakes: Avoiding irreversible decisions
🤝 Dream Team: Coordinating advisors before and after 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
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