EPISODE 7

Planning to Retire: Now What?

Don’t hurt your long-term future by failing to plan for retirement. Planning early gives you the greatest options and offers peace of mind when the time comes to sell. Financial expert, Monty Walker, provides key insights for business owners, whether they are new to the business or owned it for many years. His advice will help increase the size of your nest egg when it’s time to sell and retire.

Host: Cress V. Diglio, Managing Partner at Calder Associates
Guest: Monty Walker, owner Walker Advisory, Business Advisors and CPAs

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Who’s behind the mic?

Cress V. Diglio, CBI, M&AMI, Managing Partner of Calder Associates

Cress has more than 20 years business brokerage experience and has been an active member of the International Business Brokers Association (IBBA) for 15 years. He has earned both the Certified Business Intermediary (CBI) and Merger & Acquisition Master Intermediary (M&AMI) designations and has been involved with more than 500 successful business transactions. Cress is recognized as a Fellow of the IBBA for his achievements and contributions and served as IBBA Chairman in 2015. In 2017 he was recognized with the IBBA’s Chair Award for his ongoing work on behalf of the industry.
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