Building More Than Business

Building More Than Business

By First Citizens WealthBusinessInvesting
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Building More Than Business episodes

  • Thinking About an Exit? Here’s the Plan

    In Episode 2 of Building More Than Business, hosts Ann Lucchesi and Nerre Shuriah explore why many business owners delay one of the most critical financial decisions of their lives. They unpack the emotional and operational reasons behind the hesitation, examine the risks of waiting too long—including missed tax opportunities—and share what a truly successful exit strategy looks like, both on paper and in practice.

    Learn more at firstcitizens.com/building-more.

    22 min
  • Is Your Wealth Too Tied to Your Business?

    In the inaugural episode of Building More Than Business, hosts Ann Lucchesi and Nerre Shuriah explore a common challenge for owners—when personal wealth is tied too closely to the business.

    They explain how intertwined wealth can limit your financial flexibility and your exit options, and they share actionable takeaways for avoiding the risks. Two first steps? Separate personal and business finances from the start and use an informal valuation to support early decision making.

    Learn more at firstcitizens.com/building-more.

    23 min
  • Introducing: Building More Than Business

    Discover Building More Than Business—a podcast series of essential conversations exploring the connection between the company you've built and the life you want to lead. Learn more at firstcitizens.com/building-more.

    6 min

About Building More Than Business

From the publisher's feed

Building More Than Business explores the critical intersection of personal and business wealth—and how it shapes the real world decisions business owners make every day. Through candid conversations,…