Veronica Romney

Kaitlyn Carlson: To Sell Or Not To Sell? That Is The Wrong Question

Curious what it’s like to work with a certified financial planner, when the best time is to hire a CFO? Join Kaitlyn and I in this episode where she shares what it is like to work with high profile CEOs and how she helps them focus on the higher level strategy to achieve the financial goals they set out. We discuss the difference in scaling a business to exit in the future versus growing a lifestyle business, and how you can live successfully whilst still preparing yourself and your business to be ready to sell.

Whether you’re just thinking about the what if’s of selling your business or you’re ready to burn it all to the ground, this episode will give you an insight into how Kaitlyn prepares her clients to build sustainable wealth and sell their business when the time is right.

Learn more about my guest:

Kaitlyn is the Founder & CEO of Theory Planning Partners, a boutique wealth creation firm for the top female entrepreneurs in the United States. Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in both the southern and northeastern regions of the U.S. There, she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 Billion.


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