What Business Stage Are You In? Established, Maturity and Transition Part 2

The questions that helped build a business are not always the same questions that help preserve it. In part two of this episode, What Business Stage Are You In, we explore how established, maturity and transition stages bring new planning considerations. In these business stages, you may need to think about protecting value, creating liquidity, preparing for succession and life after ownership. Watch part one here: https://youtu.be/HYGxmh8LeVY?si=d9\_A4SGqtq0uBw\_p In this episode, we'll discuss ownership concentration, buy-sell planning, estate liquidity, family transition considerations...