Host Letitia Berbaum was joined in the podcast studio by Janise Graham President of Small Business Style, Inc., and Entrepreneur’s Insurance Services. She is a speaker, and bestselling author of Leaving In Style: Business Succession On Your Terms. Janise helps business owners and entrepreneurs better understand the nuances of long-term business succession planning to protect the future of their families, businesses, and employees. In this episode, Letitia and Janise discuss the nuances of exit planning and the steps you can take to set yourself up for success as a business owner.
In this episode learn more about:
– What Janise refers to as an “accessory” and how that can benefit your company.
– Who should be a part of your core team of “accessories”
– What some common mistakes are in exit planning and how proper planning can help prevent them
– What are some key things to consider well before a business sale takes place
– Why working “on” the business is just as important as working “in” the business
Learn more about Janise Graham by visiting her website: www.LeavingInStyle.com
***
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
***
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
