Todd built a successful construction company. Along the way, he started selling construction equipment to the same clients. The construction company, while profitable, brought high liability and long hours. The equipment side of the business had low liability and reasonable hours.

After reviewing his resources and exploring his vision for the life he wanted, Todd’s Private Vista became clear: Collect the fees from the construction business and close it down, continue selling the equipment, and spend the extra well-earned time in the North Woods with the grandchildren.

Specific financial advice references provided herein are for illustrative purposes only and are not representative of decisions that have been made since the case study was published nor of decisions that would be made in the future.

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