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EPISODE 29: Needs and Opportunities with Business Succession Planning
May 15, 2023
Lori Coonen
EPISODE 29: Needs and Opportunities with Business Succession Planning
Lori Coonen
May 15, 2023

EPISODE 29: Needs and Opportunities with Business Succession Planning

Lori Coonen
May 15, 2023

In this episode: Rod speaks with Cary Fry of Kalamath Consulting Group about how to uncover opportunities with business owner clients in transition planning that monetizes the value of their business to help them live their best life as a result of their work.

Length: 33 minutes

Newer PostEPISODE 30: The Relevance of Precious Metals and Numismatics as Strategic Assets
Older PostEPISODE 28: Wealth 3.0 and How it Impacts Our Work with Clients/Families & Connects to the Myth of the Silver Spoon (Part 2)
 

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