GROWTH. TRANSFER. LEGACY
Running a business is an all-consuming proposition. There are thousands of variables to plan for, and (no matter how well you plan) thousands more to react to. It can be almost impossible, in the thick of that, to remember that you will eventually transition out of running that business and turn to a new chapter. And it can be daunting to even think about what that chapter might look like.
As a family wealth advisor and certified exit planner (CExP), I work with many business owners to help them plan for that transition. And I always counsel them to make philanthropy an important part of their planning. Continue reading....