Having no business succession plan can be detrimental to family wealth. In this episode of The Truth About Wealth Podcast, John & Michael Parise begin a new series of case studies in which they examine the situation of a past client, discuss their specific needs, and the steps they took to create their plan.  In … <a class="btn btn-default" href="https://thetruthaboutwealth.blubrry.net/2020/05/20/episode-33-the-importance-of-creating-a-business-succession-plan/"> Read More Read More</a>

Having no business succession plan can be detrimental to family wealth. In this episode of The Truth About Wealth Podcast, John & Michael Parise begin a new series of case studies in which they examine the situation of a past client, discuss their specific needs, and the steps they took to create their plan. In … Read More Read More

Having no business succession plan can be detrimental to family wealth. In this episode of The Truth About Wealth Podcast, John &amp; Michael Parise begin a new series of case studies in which they examine the situation of a past client, discuss their specific needs, and the steps they took to create their plan.&nbsp; In … <a href="https://thetruthaboutwealth.blubrry.net/2020/05/20/episode-33-the-importance-of-creating-a-business-succession-plan/" rel="noopener noreferrer"> Read More Read More</a>

Episode 33 – The Importance of Creating a Business Succession Plan

Being a successful CFO starts with asking yourself questions that will give your family a better life now and for generations to come. In this podcast, financial professionals John and Michael, from Copper Beech Financial Group, guide you through eye-opening questions to help you discover the truth about your wealth.

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Episode 33 – The Importance of Creating a Business Succession Plan

Episode 33 – The Importance of Creating a Business Succession Plan