Ever wondered where your business stands today and where it's headed?

Here's a stat: only 30% of businesses make it to the second generation, and just 10% make it to the third.

Join us on a journey through the ins and outs of the business world. We'll talk about finance, break down partnership dynamics, and share practical advice for those thinking about selling or growing. 💼

Join Stephen Taylor, JD, CFP®, in an exclusive and unfiltered conversation with ⁠our seasoned expert, David Hern , who sheds light on the importance of planning strategically and warns against getting stuck in an expense-driven mindset. 📊 Whether you're running a small business or dreaming about its future, this podcast provide a practical roadmap for making informed decisions.

Get ready for a mix of practical wisdom, strategic guidance, and actionable takeaways that can help you navigate the ever-changing business landscape. 🎙️

This podcast is your ticket to absorbing valuable lessons that could transform how you approach your business.

Stay in the know—hit play now! 🎧 Your journey to understanding and maximizing the value of your company starts here.

🔗 Hit that follow button so you won't miss out on our future episodes. , leave a review, and share your thoughts in the comments. We're all about sparking conversations! Stay tuned for more interviews with industry leaders that inspire.

🌐 Let's connect!

Website: www.meritedwealth.com/

Podcast: https://podcasts.apple.com/us/podcast/do-it-for-yourself-with-stephen-a-taylor-jd-cfp/id1613342945

🔗 David Hern

LinkedIn: https://www.linkedin.com/in/davidhern/

🔗 Sofer Advisors

LinkedIn: https://www.linkedin.com/company/sofer-advisors/

Facebook: https://www.facebook.com/soferadvisors

Thanks for being here, and we're excited to share more real stories with you!