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126: Ownership Succession: Why It's Hard to Walk Away Financially and What to Do About It - Regina Beatty
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Are you prepared for the emotional realities of succession planning? Regina Beatty, an advisor with the financial planning group, Heritage Financial Consultants, joins Laurie Barkman on Succession Stories to discuss how to prepare and transition a business to the next owner, while navigating the financial and emotional challenges associated with transitioning from a family-owned business.
Listen in to learn more about:
- Top concerns for business owners looking to exit
- How to minimize the tax impact of succession
- How to start a legacy plan
Guest and show notes:
- distinctivewealthstrategies.com
- Regina.Beatty@LFG.com
- Regina Beatty is a Registered Representative of Lincoln Financial Advisors. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor.
- New York Times, "When Your Career, and Retirement Are The Family's Business" https://www.nytimes.com/2023/03/25/business/family-business-retirement-succession-New York Times
More business transition resources:
Grab a copy of "The Business Transition Handbook” for yourself at https://amzn.to/3Hqj2eo
Download the official workbook to help you plan your transition as you read at https://thebusinesstransitionhandbook.com
Follow the Succession Stories YouTube Channel
Follow Laurie Barkman on LinkedIn: https://www.linkedin.com/in/lauriebarkman/
If you enjoy Succession Stories, please leave a review. Reviews help us reach new listeners, grow the show and continue creating content you'll enjoy. Please click here to leave a review.
https://RateThisPodcast.com/successionstories
About Succession Stories Podcast
Succession Stories is an award-winning podcast guiding entrepreneurs from transition to transaction.
Hosted by Laurie Barkman, author of "The Business Transition Handbook: How to Avoid Transition Pitfalls and Create Valuable Exit Options."
Learn more about Laurie's strategic business transition planning and mergers and acquistions advisory services by visiting: https://thebusinesstransitionsherpa.com
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