We know a popular definition of succession planning leans towards planning for exit or retirement. However, succession planning is really about setting your business and family up for future success, which is worth celebrating. What better way to celebrate succession planning than to talk about your personal financial goals – and how to live the life you wish without “needing” the business?

Listen in to this discussion with our own succession planner, Loyd Rawls, Dan Gavin with Bernstein Private Wealth Management, and Michael Rosendahl with PCE Investment Banking to hear how you can plan for the personal financial wealth and future you desire.

For more on this topic, check out the other episodes:

Leverage our Succession Readiness Survey. A 7-minute investment in time will put you in an informed position of opportunities many business owners overlook impacting business value, growth, lifestyle, and ultimately achieving your vision.

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Personal Financial Planning

Estate planning is a complex endeavor, especially for owners of capital-intensive complex business’. Throw active and inactive family into the mix and trying to figure out what is fair, how to provide opportunities for the next generation without enabling them, and maintain family harmony.

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In complex family and business environments, it is imperative to lean on expert legal and tax advice who specialize in the same size business and estate as you.  We are not attorneys or CPAs but know experienced advisers if you are looking for sophisticated advisory services.

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We can provide insights and other resources and assess whether it makes sense to work together. In just 30 minutes, you may gain actionable ideas that you can immediately apply to your business. Contact us via phone or email below, or fill out the “Ask An Expert” form.