The Business Owner Challenge

By: Brady Marlow and Rob Wellendorf
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  • Summary

  • This is The Business Owner Challenge with Brady Marlow of EXECSO. As a business owner you have unique financial challenges, especially when it comes to transitioning your company either internally or externally. In this podcast we address income planning for complex situations, leadership and ownership transitions, succession planning, exit strategies, generational wealth and more. And now, with a combined three decades of experience as both business owners and financial planners, here are your hosts, Certified Exit Planner Brady Marlow and Accredited Estate Planner Rob Wellendorf to help you navigate those challenging financial and emotional decisions!
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Economics
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Episodes
  • Episode 1 - How We Can Help You Transition From Your Business to Retirement

    Episode 1 - How We Can Help You Transition From Your Business to Retirement
    Jun 15 2019
    In this episode we talk about how we can help you as a business owner transition from running your business into retirement and creating a succession plan.
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    Less than 1 minute
  • Episode 2 - Do I Sell My Business Internally or Externally?

    Episode 2 - Do I Sell My Business Internally or Externally?
    Jun 29 2019
    In this episode we go over the questions you need to be asking and some strategic exercises to help determine how important your business legacy and your family legacy is to you and how that can affect the decisions you make regarding your business and what you do with it.
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    Less than 1 minute
  • Episode 3 - The Future of Your Business and the Timing of Your Exit

    Episode 3 - The Future of Your Business and the Timing of Your Exit
    Jul 6 2019
    There are many questions and details that need to be asked and dealt with in order to transition out of your business as an owner. In this episode we give specific examples and talk some more about how to prepare for this transition, dealing with the emotions and the financial responsibility.
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    Less than 1 minute

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