Small Business Conversations

Michael Kalscheur, CFP visits Small Business Conversations from Profits Plus and Tom Shay


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Michael Kalscheur, CFP (Certified Financial Planner) of  Castle Wealth Advisors was the guest expert as we discussed the  transition of a business from the current owner to a partner, child,  employee, a competitor, or outside individual.

Michael commented on 'add ons' and how to prepare  your business for the sale. He explained how far in advance you should  be making the plans to transition out of the business.

This was an awesome hour with a lot of information being shared.

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Small Business ConversationsBy Tom Shay

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