65) Business Continuity and Personal Wealth And Estate Planning, with BEI’s John H. Brown.

Business Continuity and Personal Wealth And Estate Planning

In steps six and seven of The Seven Step Exit Planning Process™, Business Continuity and Personal Wealth And Estate Planning, we coordinate your business continuity planning with your lifetime objectives and your estate plan with your step one objectives.

Business Continuity

Business continuity planning helps make sure  your goals (such as transferring the company to the successor of your choice and having your family receive full value for your ownership) are met whether you survive to see your business exit or not!

Personal Wealth And Estate Planning

Personal wealth and estate planning  emphasizes tax efficiency (in the transfer of wealth or of the business to family members or charity) and helps make sure that your family receives the amount of annual income they need to achieve the financial security goal you set for them in step one.

About John H. Brown

Please watch episode 53 for more information about John H. Brown and Business Enterprise Institute.

John H. Brown’s profile page.

More Information

Visit our archive page for more information about how to retire and be happy.

Location Sponsor

Thank you to Zarlengo Raub, CPAs for providing a location to film our Denver interview series.