Unlocking Business Growth & Legacy Wealth | Insights from James D. Shields

In this episode of Bigger Than Business, James D. Shields, President of Shields Legal Group, shares his journey from attorney to entrepreneur and strategic investor. He reveals how integrating legal expertise with business strategy helps companies maximize value and prepare for successful transitions.

Shields discusses the Growth-to-Exit program, which guides founder-led businesses in increasing their worth before a sale. He also delves into the emotional aspects of business exits, estate planning, and preserving family legacies. With insights from his book, Wealth That Lasts: 10 Principles of Legacy Wealth, Shields emphasizes values-based wealth management and the power of entrepreneurship to drive meaningful change.

#BusinessGrowth #Entrepreneurship #WealthManagement #LegalStrategy #BusinessExit #FamilyBusiness #TrustBuilding #LegacyWealth #GrowthToExit #BiggerThanBusiness