Episode 33 – The Importance of Creating a Business Succession Plan

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