In this episode of Frank Wealth Insights, Frank is joined by Alex Gertsburg, an attorney and the CEO of CoverMySix. Alex works closely with business owners on legal strategy, risk management, and continuity planning. He shares perspectives on where exit strategies tend to succeed and where challenges may arise. During the conversation, he dives into the deep end, exploring key considerations for a well-structured exit plan.
Frank Fantozzi CPA, MST, PFS, CDFA, AIF®, CEPA, is the President and Founder of Return on Life Wealth Partners. To learn more about the firm’s approach to planning and wealth management, visit ReturnOnLifeWealth.com or call 440.740.0130 to connect with a member of the team.
Important Information:
Investment advisory services are offered through Planned Financial Services, LLC, dba Return on Life Wealth Partners, an SEC-registered investment adviser.
The views and opinions expressed in this podcast are for general informational and educational purposes only and do not constitute specific financial, legal, investment, or tax advice. Listeners should consult with a qualified professional before making any financial decisions.
The participation of any guest speaker is for educational discussion only. Guest speakers are not providing individualized advice to listeners and are not acting in an advisory capacity to any specific business or family.
Discussions related to business exit planning, succession planning, valuation readiness, legal risk management, or ownership transition strategies are provided for general educational purposes only and should not be interpreted as personalized recommendations or an assessment of suitability for any specific business or family. Outcomes and considerations vary significantly based on individual facts, circumstances, and timing. Business owners should consult qualified legal, tax, and financial professionals before making decisions related to exit or transition planning.
Information is believed to be accurate as of the date of recording but may not be complete or updated for subsequent changes in law or regulation.
The views expressed are those of the participants as of the date of recording and may change without notice. Discussions may include forward-looking statements based on current beliefs and assumptions, which are subject to risks and uncertainties.
Any forward-looking statements or references to potential outcomes are based on assumptions and estimates and are subject to change. Past performance is not indicative of future results.
This podcast does not constitute an offer to buy or sell securities or financial instruments. Any mention of third-party organizations or individuals is for informational purposes only and does not imply endorsement, affiliation, or compensation.
Return on Life Wealth Partners, Frank Fantozzi, Alex Gertsburg, Gertsburg Licata Co., LPA, and CoverMySix are independent and unaffiliated entities. The guest’s participation does not imply a business relationship, referral arrangement, or ongoing affiliation.
This content may not be copied, reproduced, or distributed without the express written consent of Return on Life Wealth Partners.
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