May 20, 2025

Boomers Bucks & Bling Ep 12 – Retiring Soon? What to Do With Your Business w/ Travis Catania

Boomers Bucks & Bling Ep 12 – Retiring Soon? What to Do With Your Business w/ Travis Catania
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Boomers Bucks & Bling Ep 12 – Retiring Soon? What to Do With Your Business w/ Travis Catania
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Boomers Bucks & Bling Ep 12 – Retiring Soon? What to Do With Your Business w/ Travis Catania

What Happens to Your Business When You Retire?

Welcome back to Boomers Bucks & Bling, where we turn retirement planning into a thrill ride! 💥 In this episode, host Carl Spiteri sits down with Travis Catania from Business Succession Pros to talk about something every business owner will face sooner or later—what to do with your business when it's time to retire.

Whether you’re planning to exit in 3, 5, or 10 years, Travis breaks down:

🧠 Why “succession” is smarter than “exit”
💰 How to value your business (hint: it’s not what you think it’s worth)
🔍 What buyers are really looking for
🛠 The difference between planning to exit and preparing to sell
🤝 Who should be on your business succession team
💸 Financing options, including SBA loans and seller financing
🔄 The real risks of internal succession to employees

Plus, Carl and Travis talk about blunders, thunders, and how to sell at the peak of your business — not after the crash.

If you're a small business owner nearing retirement or thinking about your next season, this episode is packed with actionable insights. Don’t miss it!

Let’s Connect!
Call: (858) 526-3037
Email: carl.spiteri@originpoint.com

Carl Spiteri NMLS ID: 286890
Producing Partnership Branch Manager | OriginPoint Mortgage NMLS #2185899
Licensed in: AZ, CA, CO, FL, ID, MI, OR, TN, TX, WA

OriginPoint LLC; NMLS #2185899; For licensing information visit nmlsconsumeraccess.org. Equal Housing Lender. AZ: OriginPoint LLC - 15333 North Pima Road, Suite 305, Office 337, Scottsdale, AZ 85260, Mortgage Banker License #1038328• CA: Licensed by the Department of Financial Protection and Innovation (DFPI) under the California Residential Mortgage Lending Act RMLA #41DBO-150076