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Contenu fourni par Brett Dearing, Certified Exit Planning Advisor, Brett Dearing, and Certified Exit Planning Advisor. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Brett Dearing, Certified Exit Planning Advisor, Brett Dearing, and Certified Exit Planning Advisor ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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Building The Right Succession Plan For Your Business and Your Family

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Manage episode 405761508 series 2360916
Contenu fourni par Brett Dearing, Certified Exit Planning Advisor, Brett Dearing, and Certified Exit Planning Advisor. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Brett Dearing, Certified Exit Planning Advisor, Brett Dearing, and Certified Exit Planning Advisor ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

Succession planning is the most commonly used phrase business owners and advisors use when talking about preparing for the transfer of ownership. The harsh reality about succession planning is it's seldomly implemented, discussed amongst business partners or shared with family members.

On this episode of The EXIT, we will hear a heartfelt story from George Davidson, Founder of Secura Consultants about how the lack of succession planning impacted his family and how this personal life experience guided him to helping business owners around succession planning.

The episode will cover:

  • The most importance elements of building your succession planning
  • Tools business owners can use to implement a basic succession plan
  • The five D's
  • The mindset change of a sick or disabled business partner and the direct conflict
  • Types of Buy-Sell Agreements
  • Utilizing the right buy-sell structure for you
  • The most litigated elements of a buy-sell agreement
  • The importance of incorporating a valuation provision and determination of value clause in your agreement.

To contact our guests Georg Davidson, please click: http://linkedin.com/in/georgeprotectmyincome

  continue reading

23 episodes

Artwork
iconPartager
 
Manage episode 405761508 series 2360916
Contenu fourni par Brett Dearing, Certified Exit Planning Advisor, Brett Dearing, and Certified Exit Planning Advisor. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Brett Dearing, Certified Exit Planning Advisor, Brett Dearing, and Certified Exit Planning Advisor ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

Succession planning is the most commonly used phrase business owners and advisors use when talking about preparing for the transfer of ownership. The harsh reality about succession planning is it's seldomly implemented, discussed amongst business partners or shared with family members.

On this episode of The EXIT, we will hear a heartfelt story from George Davidson, Founder of Secura Consultants about how the lack of succession planning impacted his family and how this personal life experience guided him to helping business owners around succession planning.

The episode will cover:

  • The most importance elements of building your succession planning
  • Tools business owners can use to implement a basic succession plan
  • The five D's
  • The mindset change of a sick or disabled business partner and the direct conflict
  • Types of Buy-Sell Agreements
  • Utilizing the right buy-sell structure for you
  • The most litigated elements of a buy-sell agreement
  • The importance of incorporating a valuation provision and determination of value clause in your agreement.

To contact our guests Georg Davidson, please click: http://linkedin.com/in/georgeprotectmyincome

  continue reading

23 episodes

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