I was recently interviewed by Gary Heldt on the Grow Your Business and Grow Your Wealth podcast. It was a great experience! Gary is passionate about what he does!
The Grow Your Business and Grow Your Wealth podcast features some of the brightest and successful minds in business today to discuss tactics for growing your business. I was honored to be a guest on the show.
In our conversation, I talk about:
- The obstacles people run into with business succession planning.
- The importance of business owners dedicating time to planning.
- The benefit of using trusts and why.
- Critical conversations for exit planning with partners, spouses and children.