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