John Wheeler, CFP, CPA and Michael Kalscheur, CFP join Tom Shay in discussing a bucket list for your business. What do you expect your business to achieve for you financially? How do you make plans for when you want to get out of the business whether it be retirement or moving on to your next adventure. These two experts share their list, and the details, of how a business owner needs to converse with their accountant and their financial advisor.