Guest on Simply Money™

June 29, 2023

Lori Wilhelmy appeared as a guest on Cincinnati’s WKRC’s talk radio show Simply Money™.  Simply Money Advisors offer financial advisory services, including financial planning and portfolio management.  Lori’s discussion with hosts Nathan Bachrach and Ed Finke focused on business exit planning and strategy.

To hear the podcasts, please click the links below.

Developing an Exit Strategy, Enhancing the Value of your Business

Selling your Business – Owner Blind Spots

Managing your Business during COVID 19

Employee Stock Ownership as a Succession Plan (ESOPs)

Valuation Rules of Thumb