Story · 3:02
// THE QUOTE
“because work was his life”
— Peter Freeman · Freeman Group Private Wealth Management
Vivid client story of a man terrified to retire because work was his identity, landing on the question they ask every client: retire to what? Stands alone and resonates with owners who can't let go.
Full episode at 3:02The 'If You Died Tomorrow' Test: Succession & Tax Planning for Construction Business Owners ▸
THE LESSON THIS CLIP CARRIES
Test whether a business is sellable by asking: if the owner died tomorrow, would it run fine or fall apart?
“if you were to die today or not come back to work for whatever reason how would the business evolve”
THE CHAPTER IT LIVES IN
Succession and the fear of retiring
0:12
Clips like this, every two weeks.
SOURCE: 3:02 of The 'If You Died Tomorrow' Test: Succession & Tax Planning for Construction Business Owners