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business exit

The #1 Thing That Makes or Breaks a Company Exit

In this episode, Phil and Rob talk about what it means to truly build a best-in-class business, the importance of company values, and how culture can be a differentiator or a dealbreaker.
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How to Build & Exit a Business the Smart Way (What Most Founders Get Wrong)

In this episode of The Palumbo Podcast, Phil is joined by serial entrepreneur and value growth advisor Kevin Donnelly to explore what it really takes to build, scale, and exit a company the right way.
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Built. Scaled. Sold. How Dr. Eric Cole Did It 3 Times

This week, Eric joins Phil to share his knowledge on taking care of existing customers, investing in your company, and what to know if you’re thinking about exiting your business.
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    Palumbo Wealth Management

    Palumbo Wealth Management is a CLIENT-FIRST, private wealth management boutique firm focused on serving the financial needs of a select group of families and individuals as their personal chief financial officer (CFO). The hallmark of Palumbo Wealth Management is PARTNERING TO ACHIEVE PEACE OF MIND.

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    LET'S TALK • (516) 629-7073

    1010 Northern Blvd., Suite 310, Great Neck, NY 11021

    • SERVICES
    • Advanced Planning Team
    • Retirement Planning
    • Business & Exit Planning
    • Investment Process
    • Tax Planning
    • Estate and Trust Planning
    • Asset Protection
    • Private Banking/Credit Facilities
    • Family Governance
    • Digital Experience
    • WHO WE SERVE
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    • Dentists
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