Taking Inventory of Your Financial Picture

June 12, 2020

Are You Diversified Beyond Your Business?

Most private business owners say they’ve invested nearly everything into the success of their business: savings and income, time, and of course, blood, sweat and tears. What happens when it’s time to consider leaving the business? How do business owners make sure they have a well thought out and prepared wealth transfer, business transfer, family legacy and family talent plan in place? Agatha will talk through six areas of consideration that family business owners should be thinking about, especially in the midst of the current economic environment.