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Business & Money Listen to Episodes

Useful insights for entrepreneurs and business owners on succession planning, protecting assets, and navigating the financial side of running or passing on a business.
Episode 28 — Small Business Succession: Avoiding the Pitfalls
Sept. 16, 2023

Episode 28 — Small Business Succession: Avoiding the Pitfalls

What happens to your business when you’re gone? In this episode, Jerry shares a real-life story of a woman left struggling after her CPA husband passed without a plan in place. From probate headaches to locked accounts, Jerry explains the simple steps you can take today—like payable-on-death design…

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