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Category: Business Legacy

October 13, 2025Business Legacy

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

Unlike Machu Picchu, a business legacy isn’t built of stone—but of vision, values, and purpose. A legacy is more than an inheritance […]

June 18, 2025October 13, 2025Business Legacy

(Old) 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 personal property, bequeathed by will. More broadly, it is anything […]

November 24, 2024October 13, 2025Business 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 a small business owner who has been in business for […]

July 15, 2024October 13, 2025Business Legacy, Exit Planning, Retirement

Excited About Retiring from Your Business?

Are you contemplating retiring from your family or small business after many years of hard work? Are you excited about the prospect […]

July 17, 2022May 10, 2023Business Legacy, Retirement

Helping Others Succeed—Why I Do What I Do!

This conversation with Andre Fuentes Salazar of HuFu explores various elements of why I am so passionate about helping others succeed and […]

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 the issues of retiring as a family business owner. The […]

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 the issues of retiring as a family business owner. Click […]

Recent Posts

  • What Is Your Business Legacy—and How Can You Be Sure It Endures?
  • Why Should I Align My Estate, Financial, and Business Retirement Plans?
  • (Old) What is Your Business Legacy and How Can You Be Sure It Endures?
  • Successor to Your Family’s Business? What You Need to Know!
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