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24. Family Business Transfer

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Manage episode 343785705 series 2907828
Content provided by Evergreen Wealth Solutions and Kate Visco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Evergreen Wealth Solutions and Kate Visco or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The process of transfering a family business can be very hard from an emotional perspective. There's a lot invested in the business and there can be several challenges. What's the best way to work through this process? In this episode, Ed Barone, EGW's Business Transition Advisor discusses options, challenges and offers best practices in working through the family business transfer with guest Vance Antonacci, head of Estate Planning with McNees Wallace & Nurick, LLC.

If you have questions about establishing an ESOP for your business, we'd love to hear from you! Email kate@egwealth.com with your questions.

https://www.egwealth.com

  continue reading

37 episodes

Artwork
iconShare
 
Manage episode 343785705 series 2907828
Content provided by Evergreen Wealth Solutions and Kate Visco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Evergreen Wealth Solutions and Kate Visco or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The process of transfering a family business can be very hard from an emotional perspective. There's a lot invested in the business and there can be several challenges. What's the best way to work through this process? In this episode, Ed Barone, EGW's Business Transition Advisor discusses options, challenges and offers best practices in working through the family business transfer with guest Vance Antonacci, head of Estate Planning with McNees Wallace & Nurick, LLC.

If you have questions about establishing an ESOP for your business, we'd love to hear from you! Email kate@egwealth.com with your questions.

https://www.egwealth.com

  continue reading

37 episodes

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