Episode 23
Business Succession Planning with Michael Egan, ChFC
March 30, 202129m 58s
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Show Notes
Business succession planning is an important part of operating a business, especially for small-business owners and owners who are nearing retirement.
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Michael Egan, ChFC. Michael Egan is the founder of JME Financial Services, before merging with Menninger & Associates in 2019.
By making business succession arrangements early, owners help make a smooth transition and minimize any negative effects of their departure on the company.