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Index/Startups & Founders/Play Big Faster Podcast
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#263: Financial Planning for Business Owners: Build Wealth & Exit Smart | William Bissett

Play Big Faster Podcast · 2026-07-20 · 35 min

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Episode notes

Financial planning for business owners often gets pushed aside while daily operations take over, and certified financial planner William Bissett has seen this pattern for over two decades. Founder of Portus Wealth Advisors, William breaks down why business exit planning, business succession planning, and business retirement planning are not the same conversation, and why confusing them costs entrepreneurs real money. In this episode of Play Big Faster, you will hear why most owners have little saved outside their company, how economic cycles affect the timing of a business exit, what a professional valuation actually reveals about sellability, and why most owners regret selling within a year. Whether you are starting a business or nearing retirement, William shares a practical framework for turning your company into real, lasting wealth. Watch now on YouTube.

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