Best Place to Book Succession Planning Consultant

Best Place to Book Succession Planning Consultant

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Do you want to PASS a business to a family member, SELL a business to a 3rd party, GIVE it to an employee, or extract value? 👉 Book a Call at to set up an Estate Plan for your business and make sure you get the most out of your business.

You must have an intentionality about what you want to do with your business, whether selling the business, closing the business down, giving the business away–and retiring. Maybe you foresee some family business succession problems. What’s the plan?

It’s tragic how the most savvy businesspeople—whether professionals or entrepreneurs—often fail to create a viable succession plan. You really need to plan over a five-year horizon to ensure that you derive maximum value during your retirement—and ensure your business continues to thrive. Lonnie Martin, chair of Vistage International, joins Jim Cunningham to discuss tax, estate planning, liability issues, and more. How do inside sales, outside sales, and “squeezers” play out? When is it best to simply close the doors?

👉 Book a Call at
for California Living Trusts, Estate Planning, and Trust Administration.

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