⭐Let’s make your financial story a heroic one! Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min

We’re excited to be back today with George Rosen and George St Pierre III of Contango Investments, Inc., to dive deeper into what it really takes to buy or sell a business as part of a retirement strategy.

In part two of this conversation, the Georges walk through the practical X’s and O’s- from self-assessment and financing realities to SBA loan requirements, due diligence, and why geography and cash flow matter more than most people realize. They also flip the script to the seller’s side, explaining how advance planning and building a strong advisory team can dramatically increase business value.

Here’s some of what we discuss in this episode:

🔍 Self-assessment before buying a business

💰 SBA financing, cash flow & debt service coverage

📍 Why location and owner involvement matter

🧾 Due diligence and avoiding costly missteps

🚪 Exit planning that increases long-term value

🧠 The power of a coordinated advisory team

Contango Investments:

Website: https://contangoinvestments.com/

LinkedIn: https://www.linkedin.com/company/741644/admin/dashboard/

Facebook: https://www.facebook.com/Contangoinvestmentsinc

Instagram: https://www.instagram.com/contango_investmentinc/

X: https://x.com/biz_broker

George Rosen:

LinkedIn: https://www.linkedin.com/in/floridabusinessvaluations/

CONNECT 🤝

Facebook: https://www.facebook.com/CentrusFinancialStrategies/

X: https://x.com/centrusfs?s=21

LinkedIn: https://www.linkedin.com/company/-wilson-group-financial/

CONTACT ☎

Centrus Website: https://centrusfs.com/podcast/

The Tax Bomb Website: https://thetaxbomb.com/

Call: 800-779-4592

Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min

Watch on YouTube: https://www.youtube.com/channel/UCOyRZhgLenTC49qNZH9mEuQ/

⭐Let’s make your financial story a heroic one! Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min

More and more retirees and pre-retirees are looking to leave corporate life not to slow down, but to buy a business and build something of their own. In this episode, Jude sits down with George Rosen and George St Pierre III of Contango Investments, Inc. to explore why business acquisitions are booming, what makes today’s market so unique, and how to tell if buying an existing business is the right path for you. They share real success stories, walk through the due diligence process, explain common pitfalls of going solo, and break down what buyers truly need in order to thrive.

Here’s some of what we discuss in this episode:

💼 Why so many retirees are buying businesses

🌊 The “silver tsunami” creating business opportunities

🧩 Matching the right buyer with the right business

📝 The importance of due diligence

🚫 The pitfalls of DIY business buying

Contango Investments:

Website: https://contangoinvestments.com/

LinkedIn: https://www.linkedin.com/company/741644/admin/dashboard/

Facebook: https://www.facebook.com/Contangoinvestmentsinc

Instagram: https://www.instagram.com/contango_investmentinc/

X: https://x.com/biz_broker

George Rosen:

LinkedIn: https://www.linkedin.com/in/floridabusinessvaluations/

CONNECT 🤝

Facebook: https://www.facebook.com/CentrusFinancialStrategies/

X: https://x.com/centrusfs?s=21

LinkedIn: https://www.linkedin.com/company/-wilson-group-financial/

CONTACT ☎

Centrus Website: https://centrusfs.com/podcast/

The Tax Bomb Website: https://thetaxbomb.com/

Call: 800-779-4592

Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min

Watch on YouTube: https://www.youtube.com/channel/UCOyRZhgLenTC49qNZH9mEuQ/

⭐Let’s make your financial story a heroic one! Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min

As the year wraps up, many investors are scrambling to decide whether a Roth conversion makes sense before December 31st. In this episode, Jude breaks down the logic behind “taxes on sale” and why strategic conversions can become a powerful long-term tool when done correctly. You’ll walk away with a clearer understanding of how to avoid costly mistakes and make smarter year-end decisions.

Here’s some of what we discuss in this episode:

📅 Year-End Roth Deadlines: why December 31st matters and when to act

🇺🇸 National Debt & Tax Rates: how today’s environment shapes tomorrow’s taxes

🧠 Roth Conversion Strategy: avoiding bumps into higher brackets and using “tax bracket filling”

💸 Deductions & Tax Cuts: understanding the temporary nature of today’s tax landscape

CONNECT 🤝

Facebook: https://www.facebook.com/CentrusFinancialStrategies/

X: https://x.com/centrusfs?s=21

LinkedIn: https://www.linkedin.com/company/-wilson-group-financial/

CONTACT ☎

Centrus Website: https://centrusfs.com/podcast/

The Tax Bomb Website: https://thetaxbomb.com/

Call: 800-779-4592

Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min

Watch on YouTube: https://www.youtube.com/channel/UCOyRZhgLenTC49qNZH9mEuQ/