Why Most Business Owners Are Not Exit-Ready
Phase Three
Many business owners spend years focused on growth, revenue, and operations. They pay less attention to how legal, tax, and financial decisions affect how much of that value they keep, reinvest, and put to work toward future goals.
Join Bobby Mascia with NJBIA on November 3 at 12pm ET for the next installment in our exit-readiness webinar series, Making Smarter Tax, Legal, and Financial Decisions, where we’ll explore how these decisions fit together and the role they play in supporting your broader financial objectives.
Topics include:
- Legal Considerations: Business agreements, employee-related planning, and estate planning strategies that help protect business and personal wealth
- Annual Planning: How business structure and annual tax planning decisions can affect cash flow, profitability, and long-term outcomes
- Long-Term Tax Strategies: Approaches to reduce income taxes, reinvest capital, and create a more tax-efficient future
- Velocity of Money and Your Balance Sheet: Strategies related to liquidity, leverage, access to capital, and intelligent investing
The business decisions you make today influence your long-term financial flexibility, your family’s future, and the opportunities available to you in the years ahead.
About the Series
This webinar is part of a 12-step roadmap delivered across four sessions, designed to help business owners move from uncertainty to clarity, one phase at a time.
If you missed the earlier sessions, you can watch the replays here:
Meet Our Speaker
Bobby Mascia
Founder and CEO, Green Ridge Wealth PlanningRobert Mascia, known as “Bobby” to loved ones and clients alike, is a seasoned entrepreneur with a unique background working both on Wall Street and as an owner of several successful businesses.
His story begins after graduating from Lehigh University with degrees in finance and marketing, which positioned him to launch his career in downtown New York as a hedge fund and assets management consultant.
In 2003, Bobby took an unplanned hiatus from the Street to do something he had sworn off completely—working in the family franchise business. He saw no other choice when 9/11 and his parents’ personal health scares forced him to step away from his dream career.
For nine years, Bobby learned every aspect of the Dunkin’ business and played a key role in expanding it. During his time there, Bobby helped grow his family’s ownership from 20 to 40 locations and $50m in revenue by developing a strong team and leveraging strategic partnerships. While this venture had forced him to abandon finance, it was, unbeknownst to him at the time, preparing him for much bigger things to come.
Working with family can come with consequences, and by 2011, Bobby found his relationship with his father deteriorating. At the same time, his love of finance had never waned. Bobby knew that he had reached a fork in the road—continue his current journey or pivot into the unknown. He took a hard right and risked it all to do what he loved.
Bobby spent several years preparing to take the giant step of starting his own firm. His vision was to create a financial planning and investment management experience that differed from what he had seen firsthand. He also knew that he had a unique proposition for business owners and entrepreneurs—a wealth of knowledge from his years of firsthand experience in the family business. Among the most valuable lessons he had learned about achieving financial success was the importance of quality relationships with smart, capable professionals. By 2016, he was ready and launched Green Ridge Wealth Planning.
Fast forward to the present day. Bobby has built a firm true to his vision, offering business owners, individuals and families a boutique, highly personalized financial planning and investment management experience. He continues to stay true to his promise to be transparent, accessible and reliable, giving his firm what clients call “a family feel.”
Bobby has built a team that shares his vision and passion for excellence. The result? A growing business where clients trust our team to guide them through life’s financial complexities so that they can live their best lives.