Your personal P&L matters as much as the company’s

No question that moving from searcher to CEO is a huge shift. Most new ETA owners spend 100% of their focus on the business P&L (rightfully so), but I’ve noticed their personal financial "infrastructure" often gets left behind in the transition. After working with several owners, these are the 4 areas I see falling through the cracks most often: 1. Insurance Gap: Is your coverage still tied to a W2 or "searcher" lifestyle rather than an owner's risk profile? 2. Succession/Estate Planning: Are you taking steps to ensure things don't go wrong if you're unable to run the business? 3. The Liquidity Trap: What steps are you taking to ensure sufficient working capital for both your business & your family? 4. Outside Diversification: Ensuring your net worth isn't 100% tied to a single entity (or at least working toward that goal). 🔗 Read the full breakdown here: https://www.oreadwealth.com/blog/personal-financial-planning-business-acquirers