What to Do After Selling Your Business: 5 Mistakes That Could Affect Your Retirement (Ep. 204)

By Retirement Unlocked | July 22, 2026

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What should you do after selling your business? Closing the deal is a major milestone, but it’s only the beginning of a new chapter. Without a thoughtful plan, emotional decisions, tax surprises, and a lack of direction can undermine the financial freedom you’ve worked so hard to achieve.

In this episode, Larry Heller, CFP®, CDFA®, explores the most common mistakes business owners make after selling their business and shares practical guidance for turning a successful exit into a successful retirement. He discusses how to make intentional financial decisions, prepare for taxes, invest with purpose, and build a retirement that offers both financial security and personal fulfillment.

Larry discusses:

What business owners should do immediately after selling a business and why rushing financial decisions can create long-term challenges
How to balance enjoying the proceeds from a business sale while avoiding lifestyle inflation that could threaten retirement security
Why keeping too much money in cash after a liquidity event can be just as risky as investing too aggressively
Capital gains tax planning opportunities business owners should consider before and after a sale, and why waiting until tax season may be too late
And more!

Connect with Larry Heller:

Heller Wealth Management is now part of Savant Wealth Management. Savant is a Registered Investment Advisor. This content is provided for informational and educational purposes only and should not be construed as personalized investment advice.

Effective March 31, 2026, Heller Wealth Management joined Savant Wealth Management (“Savant”). A copy of Savant’s current written disclosure Brochure discussing our advisory services and fees is available at www.savantwealth.com/disclosure-brochures/