Anthony Perez

Founder, Harvest Wealth Strategies

Free Financial Speaker in Phoenix

  • Preparing Your Business for an Exit Before it’s too Late

    TOPIC CATEGORY: Business

    Millions of business owners are approaching retirement over the next decade, yet most have not developed a clear succession plan for their company. Studies show that nearly two-thirds of family-owned businesses lack a documented succession plan, which often leads to lower business value, delayed exits, or businesses closing entirely when owners step away. MORE >

    In this presentation, Anthony Perez explores what business owners should be doing three to five years before transitioning out of their company. The discussion goes beyond financial statements and addresses the key drivers that determine the value and transferability of a business—leadership depth, operational independence, customer concentration, and long-term strategic planning.

    Anthony also addresses the emotional side of transition, including identity, control, and the fear many owners experience when considering life after the business they spent decades building.

    Attendees leave with a clearer understanding of:

    - What truly drives the value of a business
    - The most common mistakes owners make when preparing to exit
    - How to align business strategy with personal financial goals

    Request This Free Speech

  • Why Many Business Owners are Wealthy on Paper but not Financially Independent

    TOPIC CATEGORY: Financial

    Many business owners spend decades reinvesting everything back into their company, only to discover later that most of their personal wealth is tied up in the business itself. At the same time, rising costs, hiring challenges, and economic uncertainty are placing more pressure on owners to remain deeply involved in day-to-day operations. MORE >

    This presentation explores the unique financial planning challenges that business owners face compared to traditional employees or executives. Anthony Perez explains why traditional retirement planning strategies often fall short for entrepreneurs and how business owners can build a financial plan that does not depend entirely on selling their company at the perfect time.

    Topics include:

    - The biggest financial planning mistakes business owners make
    - How to turn business success into personal financial security
    - Strategies for creating optionality before a transition
    - Aligning personal wealth planning with the eventual sale or succession of the business

    The session helps business owners shift their thinking from “running a business” to building a business that can ultimately support their life after ownership.

    Request This Free Speech