Framework · 44:54
// THE QUOTE
“We have some clients who are teachers, and they're prompted to attend a retirement seminar three to five years before they retire”
— Peter Freeman CFP · Freeman Group Private Wealth Management
Actionable framework: do a hard financial-and-psychological look 3-5 years before selling, like teachers' retirement prep — a clear takeaway.
Full episode at 44:54Selling Your Construction Business? Succession, Wills & Exit Planning for Contractors | Freeman Group (IG Wealth) ▸
THE LESSON THIS CLIP CARRIES
Start succession planning three to five years before you sell - treat it like a teacher's mandatory pre-retirement seminar.
“three to five years before you even sell the business you should be doing a hard look with a professional”
THE CHAPTER IT LIVES IN
Who gets the most value: the succession wave
37:10
Clips like this, every two weeks.
SOURCE: 44:54 of Selling Your Construction Business? Succession, Wills & Exit Planning for Contractors | Freeman Group (IG Wealth)