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Category: Business Legacy

February 23, 2022Business Legacy, Estate Planning, Exit Planning

The Biggest Issues Family Business Owners Face When They Retire—Interview with Lee Kantor of Business Radio X

Earlier this month, Lee Kantor of Business Radio X interviewed me about […]

December 22, 2021December 22, 2021Business Legacy, Estate Planning, Exit Planning, Financial Planning, Retirement

Retiring as a Family Business Owner—Interview with Fred Coon of CS&C on The US at Work

Last year, Fred Coon of Stewart, Cooper, and Coon interviewed me about […]

November 24, 2021December 21, 2021Business Legacy, Exit Planning, Retirement

What Does Your Business Mean to You?

You’re a family business owner, either first or later generation. Or, you’re […]

July 15, 2021December 21, 2021Business Legacy, Exit Planning, Retirement

Excited About Retiring from Your Business?

Are you contemplating retiring from your family or small business after many […]

June 18, 2021December 21, 2021Business Legacy

What is Your Business Legacy and How Can You Be Sure It Endures?

Unlike Machu Picchu, a legacy is a gift, especially of money or […]

Recent Posts

  • Are You Working With Your Shadows?
  • The Biggest Issues Family Business Owners Face When They Retire—Interview with Lee Kantor of Business Radio X
  • Retiring as a Family Business Owner—Interview with Fred Coon of CS&C on The US at Work
  • What Does Your Business Mean to You?
  • Why Should I Align My Estate, Financial, and Business Retirement Plans?

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