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Advance Your Wealth - Family Business Succession: An Overview for Owners and Heirs
Manage episode 342710314 series 2834060
Homer Smith에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Homer Smith 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
If you’ve built and grown a family business over time, there’s a very good chance that you’d like to have your heirs take over the company at some point down the road—or maybe more like around the corner, if you’re ready to move on.
But are you and your business’s potential future owners prepared for that transition and set up for success?
In the latest episode of Advance Your Wealth, we discuss the importance of the communication in the family business transition planning process and some of the issues that need to be addressed to increase the likelihood of a successful transition.
Timecodes:
0:06 - Introduction and overview on the topic of the day
2:38 - The overall importance of business transition planning
4:37 - The family planning element is extremely important within this conversation
6:19 - Where a plan can fall apart along the way
8:03 - The family relationships are at the crux of a proper plan
10:00 - How a family business should approach developing a thorough succession plan
11:27 - Generational family wealth and keeping businesses in the family
13:12 - What's the first step in getting this process off the ground?
16:41 - How to get in touch with Homer's team for future discussions
19:01 - Closing remarks
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