Episode 33 – The Importance of Creating a Business Succession Plan

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Having no business succession plan can be detrimental to family wealth.

In this episode of The Truth About Wealth Podcast, John & Michael Parise begin a new series of case studies in which they examine the situation of a past client, discuss their specific needs, and the steps they took to create their plan. 

In this episode, you will learn:  

• A variety of ways to handle business succession 
• Why ESOP could be the answer, and it’s value to employees
• How to approach asset protection
• Real process, implementation, and problem-solving examples 
• And more!

Tune in to hear a real-life example of creating a business succession plan.

Resources:  Copper Beech Financial Group