Business Transitions as an Entrepreneur: How We Decided to Merge Workable Wealth

This week I had changed things up a bit and became the
interviewee! I invited my husband Brian on to chat about how we
decided to sell my business.


Selling my business was no easy decision. There were months of
discussions, months of debate and a lot figuring out what we
wanted in life. On today’s episode Brian and I chat about what
led to selling my business, why we felt it was the right decision
for us and some of the many things I am excited about coming up
for Abacus Wealth Partners. We also chat about what you the
listeners, clients, subscribers, etc. can expect going forward
for the Workable Wealth and Work Your Wealth brands.


HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:


How a big decision for your business impacts your family life

The importance of discussing big business decisions with your
significant other

The opportunities that were available to Workable Wealth

Factors that went into merging into a larger firm

How Mary Beth learned and was exposed to Abacus Wealth
Partners

The push Mary Beth received through the mentorship program

Why she explored the idea of a merger

How the Chief Marketing Officer role played into the merger

Mary Beth’s discovery of “secret” Abacus

The unique way Abacus onboards new employees

How Abacus is walking their talk when it comes to diversity

How the culture of Abacus impacted the merger decision

Opportunities seen within Abacus for Workable Wealth and
their clients

What it came down to for Mary Beth to say “Yes” to Abacus

The responses clients have given regarding the merger

What readers, listeners, clients, etc. expect going forward

Be on the look out for the “Money Circles” launch

What the future holds for Workable Wealth



LINKS WE MENTIONED ON THE SHOW:


Abacus Wealth Partners

Mary Beth

Exciting News to Share Blog Post

Become an Abacus Client



LET’S CONNECT!


Facebook

Twitter

Instagram