Welcome to Lessons by the Lake
The Oswego Private Wealth Show!
Featuring Bob Bedritis, Managing Director of Oswego Private Wealth Management, we’ll explore various wealth management strategies, solutions, and conversations that Bob discusses daily with his affluent clients.
Whether it’s circumstances that are related to family businesses, wealth preservation, or even charitable intent, this show covers a wide variety of financial services that are bound to leave you with some considerations for your own financial portfolio.
Thanks for checking out our show!
Timing the Transition: When and How to Start Exit Planning (Feat: Scott Snider)
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Driving Untapped Growth and Resilience for Business Owners (Feat: Rick Campfield)
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Navigating Business Sales for Maximum Gain (Feat: Johnathan Choe)
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Leverage Accurate Accounting to Drive Efficient Strategy
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Avenues of Opportunity: SBA Loan Strategies for Business Owners
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What Is Your Game Plan? Featuring Paul Menig
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The Founder's Journey with David Howitt
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Is Your CPA an Advisor or a Historian? (Feat. Robert Curtis, CPA)
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The Strategic Pillars of Wealth
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Are You Prepared for the Sunsetting of Estate Tax Exemptions?
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Build a Business With Real Intrinsic Value with Craig Wigginton
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Making Your Business More Sellable and Getting a Higher Price
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The Power of the Right Questions
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An Innovative Approach to Taxes and Accounting
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Estate Planning: The First Step in Business Succession
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Podcasts
Lessons by the Lake: The Oswego Private Wealth Show
Welcome to Lessons by the Lake: The Oswego Private Wealth Show!
Featuring Bob Bedritis, Managing Director of Oswego Private Wealth Management, we’ll explore various wealth management strategies, solutions, and conversations that Bob is discussing with his affluent clients every day.
Whether it be circumstances related to family businesses, wealth preservation, or even charitable intent, this show covers a wide-variety of financial services that’s bound to leave you with some considerations for your own financial portfolio.
Thanks for checking out our show! Be sure to leave a comment and subscribe on your favorite podcasting platform so you never miss another episode! Enjoy!
Timing the Transition: When and How to Start Exit Planning (Feat: Scott Snider)
In this episode of Lessons by the Lake, we sit down with Scott Snider, President of the Exit Planning Institute, to explore one of the most critical—and often overlooked—phases in a business owner’s journey: knowing when and how to begin planning your exit.
Scott shares expert insights on the strategic importance of timing, how early preparation creates more attractive, valuable businesses, and what missteps to avoid along the way. Whether you’re a business owner considering a sale in the next few years or a trusted advisor to one, this conversation offers practical frameworks and real-world examples to help guide successful transitions.
Chapters:
0:00 – Introduction
3:23 – The exit planning process
8:01 – The owner readiness survey findings
19:14 – When to begin the exit planning process
28:39 – Finding your meaning and purpose
33:32 – How to get in touch with Bob and his team
34:44 – Closing remarks
February 10, 2025
December 9, 2024
October 16, 2024
October 7, 2024
September 16, 2024
August 26, 2024
June 10, 2024
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