Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do
Running a business is hard enough. Add in family dynamics, and you’ve got a whole new level of complexity. In this episode, Rob shares the five biggest mistakes business owners make when it comes to passing on the legacy. He dives into what really causes things to fall apart, including lack of communication, outdated plans, and treating your family like spreadsheets instead of people. If you think a big number in the bank equals success, this one’s for you.
Here’s what we discuss in this episode:
🧠Why legacy planning isn’t just about numbers
📉 The real risks of secrecy in succession planning
🧠When selling the business is the smartest move
đź’¬ How communication avoids family conflict
📆 Why updating your plan is non-negotiable
Our website: https://www.axiowm.com/
Phone: 801-717-9237
Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do
Get your copy of Rob’s books: https://www.axiowm.com/book
Let us speak at your next event: https://www.axiowm.com/speaking
Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87Q
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LinkedIn: https://www.linkedin.com/company/axio-wealth-management-llc/
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