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July 22, 2021 46 min
Succession Strategies - A Real World Example [THA 233]

You can never start too early with succession planning. As an owner, you will either sell your business or leave your business by choice or due to unforeseen circumstances. Are you preparing for when that happens? Do you have conversations with your employees or family members about succession? Or are you coasting through the day-to-day with the mindset “I’ll get to it soon.” In this unique question and answer episode, we have a shop owner looking to retire and a CPA and a succession consultant to guide him through the process.

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