Exchange · 16:08
// THE QUOTE
“we even had clients say to us so if you were to die who would take over the business”
— Peter Freeman · Freeman Group Private Wealth Management
Tight dramatized exchange: owner says 'my son Daniel,' but Daniel said no five years ago and nobody talked about it. Makes the assumption-gap point cleanly on its own.
Full episode at 16:08The 'If You Died Tomorrow' Test: Succession & Tax Planning for Construction Business Owners ▸
THE LESSON THIS CLIP CARRIES
The easiest succession buyer is often your own management team, who already run the business well.
“can you create some structure to allow your management team to buy you out because then the business is functioning”
THE CHAPTER IT LIVES IN
Who actually takes over: kids, managers, key clients
13:04
Clips like this, every two weeks.
SOURCE: 16:08 of The 'If You Died Tomorrow' Test: Succession & Tax Planning for Construction Business Owners