Ep 007: The Smart Business Owner's Must-Have: A Succession Plan with Brian Wheeler
Description
Hope is not a strategy. That’s why “hoping” that your business will continue to be successful after you start pushing up daisies or become disabled is a sure-fire way to kill it. But who has time to think about a succession plan when you’re busy making your business successful? That’s where Brian Wheeler comes in. He’s a financial advisor with MassMutual, backed by a team of advanced planning attorneys, CPAs, and other law and tax experts. As the quarterback of the advisory team, Brian’s goal is to make sure that your business has a solid plan all tied up with a bow before you find yourself standing at the final curtain.
In this podcast, Brian walks us through some of the steps involved in setting up a transfer plan, and shows us what processes he and his team have in place to make it as painless as possible for business owners. After listening to this episode, you’ll see why it is absolutely essential to do this now, not later, no matter how young and healthy you are.
For more information on today’s guest, access to the show notes and any links we’ve discussed in this episode, or more information on Hughes Private Capital, visit www.HughesCapital.com/Edge
United States
