Emotional · 14:44
// THE QUOTE
“guy that I went to school with his name was Will Dennis”
— Peter Freeman · Freeman Group Private Wealth Management
Sobering named story (Graham Dennis / the Herald family) of a friend dead from an aneurysm at 30, driving home why succession planning can't wait. Local, human, lands hard.
Full episode at 14:44The 'If You Died Tomorrow' Test: Succession & Tax Planning for Construction Business Owners ▸
THE LESSON THIS CLIP CARRIES
Don't assume a child wants the business; kids in their 40s-50s usually have their own careers and decline.
“the intention is there hey I want to pass this on to my kids but often the kids don't want to do it”
THE CHAPTER IT LIVES IN
Who actually takes over: kids, managers, key clients
13:04
Clips like this, every two weeks.
SOURCE: 14:44 of The 'If You Died Tomorrow' Test: Succession & Tax Planning for Construction Business Owners