Manage episode 306018338 series 2838450
Gathered Together All in ONE Place. Sharing 80+ Years of Collective Experience Helping Business Owners Like You Holistically Navigate Their Transitions.
Whether you are looking 10 years out from your exit or in the throws of it today, devising a plan that works best for you will determine whether your exit is smooth or a catastrophe.
What You’ll Learn in This Episode:
- Vision Creation: Walk away knowing the exact questions you need to ask yourself to get clear on what you want your transition to look like
- Business Strategy: Discover exactly where to look to identify what priorities and actions you need to put into place TODAY
- Financial Strategy: What mistakes many family's make that can be easily avoided
- Legal Strategy: Consider the three critical aspects you need to be thinking about in the next three years if you plan to transition
Jeff Photiades is a Wealth Management Advisor with the Northwestern Mutual Wealth Management Company, which offers high quality investment and wealth management programs and services for high net worth clients. The company’s mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security.
Fred J. Forman, a magna cum laude law school graduate (top 3 percent), is a founding shareholder and director of Forman Law Group, P.A. Fred, long considered one of New England’s top estate planning, elder law and business attorneys, has been featured in magazines and in lawyer surveys as a “Top Estate Planning, Business & Elder Law Attorney” and a “Top Lawyer”.
Chris Yonker is a father, husband, martial artist, and world-leading mentor for high achievers. As a seventh-degree black belt, Neuro-Linguistic Programming (NLP) Practitioner, and thought-leader on Personal Performance, Chris has created a signature methodology that assists clients in achieving extraordinary results in their lives and careers.