Joe LoPresti

Joseph F. LoPresti is the seasoned founder of Arlington Wealth Management, with 39 years in the financial services industry and a history spanning more than two decades at the helm of his firm. Joe's journey into finance is deeply rooted in his family's legacy of perseverance and success. Married for 33 years, Joe is a proud father of three daughters who share his enthusiasm for life and the winemaking tradition inherited from their ancestors.

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Joe LoPresti's Guest Appearances

Proactively Design Your Exit, With Joe LoPresti

Filed in Podcasts, Previous Episodes on September 17, 2024

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In this episode, we dive into the often-overlooked aspect of entrepreneurship: planning your exit strategy.

Whether you’re a seasoned business owner or just starting out, having a well-thought-out plan for how you’ll step away from your business is crucial for long-term success and financial security.

Join us as we explore expert insights on proactive business exits and wealth management strategies with our special guest Joe LoPresti, author of the book Exit By Design.

Together, we’ll discuss the key components of integrating wealth management into your business strategy, how to start planning your exit early, and the benefits of doing so. This episode is packed with actionable tips and valuable advice for business owners who want to secure their financial future and leave a lasting legacy.

Tune in to hear Joe’s thoughts on:

  • What should a business owner be thinking about if they want to monetize the business value in the next few years?
  • What do you mean when you talk about the Freedom Point?
  • Why do most business owners, something like 80%, regret selling one year later?
  • What is a Proactive Planning Team OR Virtual Family Office OR Team-based Model and how can it help business owners achieve their most important goals?
  • What is the Sellability Score you talk about and why is it important for business owners to know theirs?
  • Explain the role of a Personal Chief Financial Officer in a business owner’s life.
  • And much, much more!

Invitation From Our Guest:

Download “Exit By Design” for the ultimate business owners’ guide to experience your ideal life: https://www.exitbydesignbook.com/BookPage

Connect With Our Guest:

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