How Business Owners Create Passive Income After An Exit

Episode Description In this episode, Brad Johnson explains how business owners can turn the proceeds from selling a company or experiencing a major liquidity event into passive monthly income that can fund retirement indefinitely. He shares why many entrepreneurs reach the finish line without a real plan for their wealth, why traditional stock-and-bond portfolios often feel misaligned after an exit, and how Evergreen’s two-engine income strategy is designed to create both dependable cash flow today and income growth for the future. Brad also covers the trade-offs of private markets, the importance of choosing the right advisor, and why focusing on income goals can be far more useful than chasing a net worth number. Book a Call Evergreen Capital info@evergreencap.com Connect with Brad Johnson Key topics: • How entrepreneurs can convert a major liquidity event into passive monthly income • Why many business owners feel unprepared for life and money after selling a company • The emotional and practical challenges entrepreneurs face after retirement • The difference between managing investments yourself and outsourcing portfolio strategy • Why traditional ETF-and-bond portfolios often fall short for business owners • How Evergreen’s two-engine income strategy combines private income investments with dividend growth stocks • What goes into vetting high-quality private asset managers • Why many traditional advisors struggle to implement private market strategies • The pros and cons of private investments, including illiquidity • Why setting a passive income target may matter more than aiming for a specific net worth Timestamps: 00:00 - Introduction: Converting Liquidity into Passive Income 00:59 - Post-Retirement Ambitions for Entrepreneurs 01:57 - Options for Portfolio Management: DIY vs. Outsourcing 02:32 - The Limitations of Vanilla Investment Strategies 03:56 - The Evergreen Income Strategy: Two Engines 04:51 - Vetting High-Quality Asset Managers 05:14 - Choosing the Right Advisor for Private Markets 07:04 - The Trade-offs: Illiquidity and Behavior 08:38 - Focusing on Income Goals over Net Worth 10:03 - Next Steps and Resources Hosted on Acast. See acast.com/privacy for more information.

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How Business Owners Create Passive Income After An Exit is an episode from The Alternative Investor by Brad Johnson.

This episode is 10:19 long.

This episode was published on Apr 25, 2026.

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