The Business Owner’s Playbook: Smarter Strategies for Long-Term Success Artwork

Women on Wealth, By Women For Women

Do you ever feel unsettled as to whether you are on track towards your goals? Listen in as Julina demystifies every day financial topics, to give you confidence in your future. She is a Partner and Wealth Advisor with Principle Wealth Partners, a Certified Private Wealth Advisor and Certified Investment Management Analyst with over twenty years of industry experience. To understand more, start here!

All Episodes

Women on Wealth, By Women For Women

The Business Owner’s Playbook: Smarter Strategies for Long-Term Success

March 01, 2025 • Julina Ogilvie

In this episode of Women on Wealth, host Julina Ogilvie welcomes Michelle Fuller, a Certified Exit Planning Advisor, to discuss the key strategies business owners need to build, scale, and secure their financial future. They explore how to align personal, business, and financial goals, the importance of value growth advisors, and why smart planning isn’t just about exiting—it’s about maximizing long-term success. Whether you're looking to grow your business, increase its value, or plan for the future, this episode is packed with actionable insights to help you take control of your financial journey.

Show Highlights:

Advanced planning for business owners (3:55)

The role of a value growth advisor (7:55)

Business valuation and owner perception (14:13)

The Value Acceleration Methodology (19:40)

Finding the right advisors (30:23)

Connect with Julina Ogilvie:
Website
YouTube
LinkedIn
Email- jogilvie@principlewealthpartners.com

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180