In this episode we look at a case-study of helping a family business owner transition out of business into retirement. Looking at retirement and succession plans.

Episode 4 -Family Business Transition- A Case Study

This is The Business Owner Challenge with Brady Marlow of EXECSO.
As a business owner you have unique financial challenges, especially when it comes to transitioning your company either internally or externally.
In this podcast we address income planning for complex situations, leadership and ownership transitions, succession planning, exit strategies, generational wealth and more.
And now, with a combined three decades of experience as both business owners and financial planners, here are your hosts, Certified Exit Planner Brady Marlow and Accredited Estate Planner Rob Wellendorf to help you navigate those challenging financial and emotional decisions!

Business

This is The Business Owner Challenge with Brady Marlow of EXECSO. As a business owner you have unique financial challenges, especially when it comes to transitioning your company either internally or externally. In this podcast we address income planning for complex situations, leadership and ownership transitions, succession planning, exit strategies, generational wealth and more. And now, with a combined three decades of experience as both business owners and financial planners, here are your hosts, Certified Exit Planner Brady Marlow and Accredited Estate Planner Rob Wellendorf to help you navigate those challenging financial and emotional decisions!

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Episode 4 -Family Business Transition- A Case Study

Episode 4 -Family Business Transition- A Case Study