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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.
By Tom Shay5
11 ratings
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.