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 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.
Visit our archive page for more information about how to retire and be happy.
Thank you to Zarlengo Raub, CPAs for providing a location to film our Denver interview series.