Tag Archives: Leadership

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Looking To Sell Your Business? Here Are Your Options (Ep. 84)

So you’re looking to sell your business.

Remember, you can’t spell succession without success.

In this episode of The Truth About Wealth, John and Michael Parise cover all the options you have when selling your business. John and Michael detail how to determine the right time, the timelines you should follow, and the pros and cons you should consider when looking to sell a family business. 

John and Michael discuss:

  • The importance of having a succession plan for your business
  • The value of leadership and generational family conversations when you’re looking to sell your business
  • How to determine if it’s viable to keep your family business
  • The truth about selling your company to a strategic purchaser or a competitor
  • What are the benefits of selling your business to your management team
  • What you should know about employee stock ownership plans (ESOP) and how they can help your succession
  • And more!

Connect with John and Michael:

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Episode 50 – How Future Generations Can Maintain Their Family’s 100-Year Vision – Part 2

Are you in your family’s second or third generation, and interested in learning how to carry on your family’s wealth?

In part two of this two part series, John and Michael Parise discuss different considerations second and third generations must have when handling their family’s wealth, highlighting the importance of effective communication and data organization. 

In this episode, you will learn:

  • The role of the second generation in passing down family wealth 
  • Legacy letters and mission statements as generational roadmaps 
  • How culture shift impacts generational wealth  
  • How having a “beginner’s mind” can help when building a family’s future 
  • Easy ways to involve later generations in the family’s wealth 
  • And more!

Listen today to find out the role of the second and third generations when handling and passing down family revenue!

Resources: Copper Beech Financial Group | (856) 988-8300 | John Parise | Michael Parise | Creating and Building a 100-Year Family Vision (Part One)


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Episode 49 – Creating and Building a 100-Year Family Vision – Part 1

There’s no greater satisfaction than knowing and seeing that the wealth you built is passing down through the generations correctly.

Would you agree?

In part one of this two-part mini-series, John and Michael Parise explain everything you need to know about correctly handling multigenerational wealth. They highlight the importance of being aligned on the family financial strategy, no matter what generation you are.

In this episode, you will learn:

  • John’s take on what the “shirtsleeves to shirtsleeves in three generations” proverb means
  • How generations one, two, and three have taken care of family wealth historically 
  • John and Michael’s insight on generational leadership
  • The importance of being responsible with your wealth
  • And more!

Tune in to find out how family values, adaptation, and communication can influence the establishment of a multigenerational wealth vision! 

Resources: Copper Beech Financial Group | (856) 988-8300 | John Parise | Michael Parise | Thomas J. Stanley’s The Millionaire Next Door | James Grubman’s Strangers In Paradise