Episode 4 – 10 Eye-Opening Questions to Protect Your Wealth: Part 1

By thetruthaboutwealth | April 10, 2019

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If something were to happen to you tomorrow, what would happen to your business?

This is the first question in John and Michael Parise’s insightful and action-prompting white paper, 10 Eye-Opening Questions to Protect Your Wealth. Today, they explain why this is one of the most important questions you can ask yourself as a business owner.

In this episode, you will learn:

About the importance of exploring different exit strategies depending on the structure of your business
What a phantom stock plan is and how it can provide bonuses to key executives in the event of the owner’s passing or the sale of the company
Why it’s crucial to be aware of your heir’s abilities
And more!

Tune in now and learn how to protect your business for generations to come!

Resources: Copper Beech Financial Group | 10 Eye-Opening Questions to Protect Your Wealth