Maximizing Your Generosity: Understanding the Lifetime Gift Tax Exemption with Michelle AmRhein
Episode Description: In this episode, host Elizabeth Ledoux is joined by Michelle AmRhein, an estate and business lawyer who works in estate planning and business succession. Tap or click the play button below to listen to: Maximizing Your Generosity: Understanding the Lifetime Gift Tax Exemption with Michelle AmRhein. SCHEDULE A COMPLIMENTARY CONSULTATION In this episode, Elizabeth […]
How Much Will Your Company Be Worth in a Business Transition?
The first question most owners wrestle with when they think about the future transition of their businesses to successors is: How much will your company be worth in a business transition? How much is the business worth and how do I figure that out? How much will my business be worth if I sell at […]
Legacy Building & the Role of Family in Business Growth with Danielle Scimeca
Episode Description: In this episode, host Elizabeth Ledoux is joined by Danielle Scimeca, a lawyer and entrepreneur who runs one of her family’s businesses, FCT Water Treatment, and is involved with other family businesses. Tap or click the play button below to listen to: Legacy Building & the Role of Family in Business Growth with […]
How Will Your Transition Your Family Business to Successors?
There are many ways to put your family business in the hands of successors: sales of equity or assets, gifts of equity or assets, or some combination of these. There are pros and cons to every method and gaining clarity about which is best for your situation begins with answering five of The Big 6™ […]
When Is The Best Time to Start Planning a Family Business Transition?
One of the ways we help owners lay the foundation for a succession plan that achieves their objectives is a tool we call The Big 6™. When owners answer these six questions, they begin to chart a path to the transition they desire. The Big 6 questions are: Why, What, Who, When, How Much, and […]
Navigating Purposeful Planning & Maximizing Impact with John A. Warnick
Episode Description: In this episode, host Elizabeth Ledoux is joined by John A. Warnick, the founder of the Purposeful Planning Institute, a fellow of the American College of Trust & Estate Counsel, and author of the Purposeful Trust & Legacies Handbook. Tap or click the play button below to listen to: Navigating Purposeful Planning & Maximizing […]
From Startup to Succession: Wealth Planning for Entrepreneurs with Nelisha Firestone
Episode Description: In this episode, host Elizabeth Ledoux is joined by Nelisha Firestone, who helps people in the financial world stay healthy and whole. A wealth advisor and the founder of Firestone Financial Group, Nelisha works with owners through all stages of their business. Tap or click the play button below to listen to: From […]
Kickstarting Your Business Transition with Andrea Carpenter
Episode Description: In this episode, host Elizabeth Ledoux is joined by Andrea Carpenter, the Director of Programming at The Transition Strategists. Tap or click the play button below to listen to: Kickstarting Your Business Transition with Andrea Carpenter. SCHEDULE A COMPLIMENTARY CONSULTATION In this episode, Elizabeth and Andrea discuss their new Big Six Program, which helps […]
Insights on Legacy Preservation & Wealth Transfer Strategies with Mark Richards
Episode Description: In this episode, host Elizabeth Ledoux is joined by Mark Richards, Principal of the Winged Keel Group. Mark shares his insights on legacy preservation and wealth transfer strategies. He also shares his personal experience with succession planning, including the importance of having an advisory board to hold him accountable. Tap or click the […]