You Belong in Business

Business succession planning


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Business owners have more than enough to handle with their daily workload, let alone the extra planning required to manage a successful business sale to a buyer who may be their own son or daughter. That's why Steve Utsler—himself the son of a small business owner—specializes in business succession planning. In this episode, Utsler and two of his clients, the father-son duo of Chuck and Jason Gassmann of Bell Brothers heating and cooling in Des Moines, Iowa, join host Kyle Munson to walk through the practical steps of business succession—why to start early, common pitfalls to avoid, and how the family dynamic factors into the deal. (Steve Utsler is a Principal Life Insurance Co. and Principal National Life Ins. Co. Financial Representative and Principal Securities Registered Representative.)

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You Belong in BusinessBy Principal Financial Group