Ep. 036 Succession Planning, the Emotional “Passing of the Torch”, and Finding your Passion in Retirement

Corey and Shawn dive into the importance of succession planning for business owners. They touch on factors for a successful “passing of the torch” while recognizing the emotional and personal connection. Tune in for their thoughts on creating a disciplined strategy to transfer leadership, finding the right compromise on sale, tools for keeping up with inflation and tax shelter, and controlling the messaging to clients.

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