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Transferring Your Family Business - Episode 56

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Manage episode 415247894 series 1532824
Content provided by Matthew Neyland, CFA, and CAIA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Neyland, CFA, and CAIA 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.

As a successful business owner, how and when to transfer your business to your kids is a significant, complex decision. This week, the guys talk about how to transition ownership to your family. Whether selling or gifting your company, Mac and Jason look closely at pros and cons of each approach through the lens of family dynamics and your retirement goals. They’ll guide you through the preservation of your legacy and the steps to achieving a seamless transfer of business ownership. Tune in for expert insights and practical guidance for successful entrepreneurs like you as you move on to the next phase of your life’s adventure. Tap that subscribe button because there’s no telling what we have in store for you in May!

Resources mentioned in this episode: Phantom Stock Plans Explained

  continue reading

67 episodes

Artwork
iconShare
 
Manage episode 415247894 series 1532824
Content provided by Matthew Neyland, CFA, and CAIA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Neyland, CFA, and CAIA 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.

As a successful business owner, how and when to transfer your business to your kids is a significant, complex decision. This week, the guys talk about how to transition ownership to your family. Whether selling or gifting your company, Mac and Jason look closely at pros and cons of each approach through the lens of family dynamics and your retirement goals. They’ll guide you through the preservation of your legacy and the steps to achieving a seamless transfer of business ownership. Tune in for expert insights and practical guidance for successful entrepreneurs like you as you move on to the next phase of your life’s adventure. Tap that subscribe button because there’s no telling what we have in store for you in May!

Resources mentioned in this episode: Phantom Stock Plans Explained

  continue reading

67 episodes

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