Succession Planning for Business Owners: Avoid These Costly Mistakes Podcast By cover art

Succession Planning for Business Owners: Avoid These Costly Mistakes

Succession Planning for Business Owners: Avoid These Costly Mistakes

Listen for free

View show details

About this listen

 In this Business Owner edition of The Great Wealth Transfer, Dave Pulcini, CFP®, dives deep into the critical (yet often avoided) topic of succession planning. From family feuds to failed exits, Dave shares real-life cautionary tales of business owners who didn’t have a plan—and the expensive fallout that followed.
You’ll learn:
  • How to create a bulletproof succession strategy
  • Why “fair” isn’t always equal in family business transitions
  • The must-have legal documents and buy-sell agreements
  • The role of financial advisors, attorneys, and third-party experts
  • How to increase your business valuation before selling
  • When and how to communicate your plan with family and key employees
This episode is packed with practical steps for any business owner ready to protect their legacy and avoid tomorrow’s family feud.
Want help creating your plan? Reach out to SixPoint Financial Partners at 585-485-0947 or email dpulcini@sixpointfp.com.
Subscribe for more estate and legacy planning insights: SixPoint Financial Partners YouTube Channel

SixPoint Financial Partners - YouTube

Share your videos with friends, family, and the world
www.youtube.com
adbl_web_global_use_to_activate_T1_webcro805_stickypopup
No reviews yet