Succession Planning for Small Businesses: Special Topic

Transitioning your business isn’t something that happens overnight — it takes thoughtful planning to make sure everything goes smoothly. In this special episode of The Unshakeables, Ben sits with Adam Frank, Head of Wealth Planning and Advice, at JPMorgan Chase as they break down the steps every business owner should take to prepare for the future, whether passing a business on to a family member, a partner, or selling to a third party. Ben and Adam discuss the importance of setting up a solid succession plan while also managing the financial, legal, and emotional side of transition.

See omnystudio.com/listener for privacy information.