Six Financial Planning Mistakes That Could Ruin a Business Owner’s Retirement


This week on the Business Transitions Summit Podcast, host Tom Bronson chats with Jeff Sandene, Founder and President of Sandene Strategies. Together, they give an overview into the six financial planning mistakes that could ruin a business owner’s retirement. Listen now to hear more about Jeff Sandene’s success stories and why you should come see him at the Business Transitions Summit!

Jeff Sandene, CFP® began his financial services career in 1996 and founded Sandene Strategies, LLC in 2005.  His entrepreneurial spirit is driven by independence and a strong desire to see his hard work rewarded.  

Jeff has chosen to focus his practice on business owners, in part, because of a negative financial outcome in his family.  His entrepreneurial grandfather built an agricultural products franchise over 31 years.  However, when he was unable to work any longer, he received nothing for his business and decades of effort.  He lived out his remaining years depleting his meager savings and living off his social security checks and the benevolence of family members. Properly coordinated business and personal planning could have prevented this tragedy.

Sandene Strategies’ mission is to uniquely serve America’s business owners by planning for their financial security and contributing to their lives of growth, purpose, and fulfillment.  Our process takes a deep dive into all aspects of our clients’ business and personal financial situation, including risk management, retirement accumulation and distribution, investment management, and estate planning.  This comprehensive approach helps business owners avoid the fate of Jeff’s grandfather.

Tom Bronson is a serial entrepreneur and business owner. He is currently the founder and President of Mastery Partners, Mastery Mergers & Acquisitions, and the Business Transition Summit. All three companies empower business owners to maximize business value and serve business owners in different capacities to help them achieve their dream exit. As a business owner, Tom has been in your situation a hundred times and knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Tom has two books to help business owners on their journey to a dream exit: “Maximize Business Value Playbook,” (2023), and “Maximize Business Value, Begin with the EXIT in Mind,” (2020). Both are available on Amazon.

The Business Transitions Summit is a transformative one-day event empowering business owners with strategies for value-building and dream exits. The mission is to change the lives of business owners by educating them on building business value and understanding transitions so they can achieve the exit of their dreams.

See you at this year’s summit on May 7th in Westlake, TX!

Set aside the day to transform your business and your life and achieve that dream exit!
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Also check out our other podcast Maximize Business Value for more insights into creating long-term, sustainable value in your business so you can get that dream exit.

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