What do you need to make the most of your succession plan? What strategies and information can exit planners provide? Join Mark Dorman and guest Steve Hopkins, Owner of Charter BTA, as they explore the importance of contingency plans for business owners. They delve into the advantages of having a CEPA credential and the contributions of the Exit Planning Institute. Mark and Steve discuss: ✅ His background in business exit transition planning ✅ The Certified Exit Planning Advisor (CEPA) designation and why Steve is pursuing it ✅ How Steve’s career and personal background have been shaped by entrepreneurship ✅ The significance of succession planning for both older and younger business owners Don't miss out on these valuable insights! 🎧 Listen now!👇
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Will Strabley and I are thrilled to have been able to help contribute to the white paper written by Joseph Hahn, CPWA® CEPA® on succession planning for business owners. If you’re thinking about preparing for an exit or selling your business, this white paper is a great opportunity to learn more about key considerations and where to start. Reach out to me if you’d like to discuss planning for your specific situation. https://lnkd.in/ezjT-5Gy
Introduction to succession planning for business owners
jpmorgan.com
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Succession planning isn't just a business strategy; it's a way to ensure your life's work continues seamlessly. J.P. Morgan expert Fredric Walls II highlights the importance of starting the discussion early and involving key advisors. Starting early, involving heirs, and preparing for various scenarios are crucial steps. This proactive approach safeguards your business continuity and family legacy, making sure your hard work thrives for generations. #BusinessContinuity #SuccessionPlanning #FamilyLegacy https://lnkd.in/eDe382vs
J.P. Morgan Chase Expert Says Succession Planning Ensures Business Continuity and Family Legacy
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Mom & Emmy/NAACP AwardWinning Producer #SoulFood #JumpingTheBroom #EndoftheRoad #CollegeHill Alrightnow.com Subscribe to my Tracey Edmonds YouTube channel!
The 12 Steps to Living Confidently: Business Succession Planning http://ow.ly/P84850D3TUs #succeed #financialfitness #alrightnow #alrighters
The 12 Steps to Living Confidently: Business Succession Planning
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As an owner of a private business, you know that nothing lasts forever. And that includes you, your management team, and other key players in your business eco system. But thinking through the succession plan can be daunting. This is part one of Napier Financial’s three-part series on succession planning for privately held businesses. https://lnkd.in/ee5s2ZgH
Succession Plans for Privately Held Businesses - The Operational Side
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Business succession planning is more complex than it may seem, and several details can slip through the cracks. Our Business Success Planning Checklist walks you through the process, from clarifying your vision to assessing your valuation.
Lund Wealth Management - Business Succession Planning Checklist - Download
pages.lundwealth.com
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Is your business prepared for the unexpected? Discover why a solid succession plan is crucial for your company's future. #BusinessStrategy #SuccessionPlanning #FutureProofing
Do I Really Need a Business Succession Plan?
floridabusinesslawyer.com
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We get it. When you are in the trenches and building your business, the last thing you’re thinking about is what will happen if you are injured, incapacitated or die. This article explains the need for succession planning and your options.
Why female business owners often need a nudge when it comes to succession planning
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Succession planning for business owners can come in a lot of different forms. Here is a guide to crafting your legacy.
Succession Planning Guide
ceteramedia.protegent.com
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Director Lawyer at Keystone Lawyers I Adjudicator I Board Member and Company Secretary I APP Developer I Independent Solicitor NSW Supreme Court
Business succession planning. Our commercial team are well versed in advising on the best way to hand over the reins. In our article we explore buy sell agreements. #business #succession
Business Succession Planning - A Guide to Buy Sell Agreements | Keystone
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So, what can private business owners glean from Berkshire Hathaway's succession plan? There are several invaluable lessons to be learned: 1. Initiate early 2. Foster a culture of learning 3. Embrace transparency 4. Delegate responsibilities
Mastering Succession: Insights from Berkshire Hathaway's Playbook
wealthmanagement.com
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