Ep. 036 Succession Planning, the Emotional "Passing of the Torch", and Finding your Passion in Retirement
Mind and Money · Ecivda Financial Planning Boutique
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Show Notes
Corey and Shawn dive into the importance of succession planning for business owners. They touch on factors for a successful "passing of the torch" while recognizing the emotional and personal connection. Tune in for their thoughts on creating a disciplined strategy to transfer leadership, finding the right compromise on sale, tools for keeping up with inflation and tax shelter, and controlling the messaging to clients.
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