Josh & Jay welcome Will Steih, Managing Director or Prime Capital Investment Advisor's Tennessee office, to the studio for Chapter 1 of 5 in our B.O.S.S. Series, a discussion about Succession Planning. What does a properly structured Succession Plan look like? How does a business owner insure that the business will survive after they retire, either through a generational or key person transfer or an outright sale? Listen in to hear important concepts & solutions to consider!

Key Takeaways > The best time to consider a Succession Plan is NOW. > An unwritten Succession Plan is just a promise. > Succession Plans need to be written and funded. > A well designed Succession Plan is a key element of having a multi-generational business.

Resources Prime Capital Investment Advisors Qualified Plan Advisors

Will Steih

If any of these topics apply to your situation, we can help! Reach out to us at 251-327-2124, or email [email protected].