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Episode 17 | Family Business Succession Planning & Avoiding Common Pitfalls
Episode Title: Family Business Succession Planning: Building a Legacy That Lasts
In this episode of Your Wealth Journey, financial advisors Shallon Weis and Jim Tausz of Bradford Financial Center dive into one of the most emotional and essential topics for business owners: family business succession planning.
Together, they explore why so many family businesses struggle to transition smoothly, what proactive steps can secure your legacy, and how early, thoughtful planning can protect both relationships and financial futures.
From common pitfalls to smart strategies, this episode offers practical, experience-based advice from Jim’s 50+ years in financial planning and firsthand succession experience.
Stay tuned for the Five in Five segment at the end, where Shallon and Jim share five actionable tips for crafting a succession plan that stands the test of time so your business, and your family, can thrive for generations to come.
OUR APPROACH
Today's investor needs more than a portfolio manager; they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals.
Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more, and then advise only on investments and strategies that make sense to your financial situation.
OUR WEALTH MANAGEMENT SERVICES
Bradford Financial Center offers individual and corporate services in:
- Financial Consulting
- Investments
- Tax-Savings Strategies
- Feasibility Studies
- Risk Management
- Retirement and Estate Planning, Trust Planning
- Business Development and Business Valuations
WE'RE SOCIAL
Connect with us to read the latest financial trends and market updates.
SUBSCRIBE
To receive our monthly financial news email in your inbox, subscribe HERE.
DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your situation.
View all episodes
By Shallon Weis, CFPEpisode Title: Family Business Succession Planning: Building a Legacy That Lasts
In this episode of Your Wealth Journey, financial advisors Shallon Weis and Jim Tausz of Bradford Financial Center dive into one of the most emotional and essential topics for business owners: family business succession planning.
Together, they explore why so many family businesses struggle to transition smoothly, what proactive steps can secure your legacy, and how early, thoughtful planning can protect both relationships and financial futures.
From common pitfalls to smart strategies, this episode offers practical, experience-based advice from Jim’s 50+ years in financial planning and firsthand succession experience.
Stay tuned for the Five in Five segment at the end, where Shallon and Jim share five actionable tips for crafting a succession plan that stands the test of time so your business, and your family, can thrive for generations to come.
OUR APPROACH
Today's investor needs more than a portfolio manager; they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals.
Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more, and then advise only on investments and strategies that make sense to your financial situation.
OUR WEALTH MANAGEMENT SERVICES
Bradford Financial Center offers individual and corporate services in:
- Financial Consulting
- Investments
- Tax-Savings Strategies
- Feasibility Studies
- Risk Management
- Retirement and Estate Planning, Trust Planning
- Business Development and Business Valuations
WE'RE SOCIAL
Connect with us to read the latest financial trends and market updates.
SUBSCRIBE
To receive our monthly financial news email in your inbox, subscribe HERE.
DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your situation.