041: [Author Interview] "Exit by Design: Integrating Elite Wealth Management and Proactive Business Exits to Secure your Freedom" with Joe and Marissa LoPresti
In this episode, I welcome Joe and Marissa LoPresti, the father-daughter co-authors of "Exit by Design: Integrating Elite Wealth Management and Proactive Business Exits to Secure your Freedom". Their book introduces an integrated approach to wealth management and business exit planning, aimed at securing financial freedom for business owners. They explore the concept of the 'freedom point' and the role of virtual family offices, providing insights into achieving a strategic and fulfilling ex...