The Business Succession Blueprint Podcast
The Business Succession Blueprint podcast guides listeners, mainly business owners through business succession decisions, business valuation importance and how financial planning can impact their lives for the better.
Episodes
7 episodes
Family Business Inheritance: When Fair Isn’t Equal.
Scott Petersen is a Financial Advisor, Tax & Financial Group – Headquarters: 4695 MacArthur Court, 10th Floor Newport Beach, CA 92660 – (949) 223-8100 – www.tfgroup.comSecuri...
The Three Paths of Business Succession
Scott Petersen & Brad Behrendt are Financial Advisors, Tax & Financial Group – Headquarters: 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660 – (949) 223-8100 – www.tfgroup.comSecuriti...
The Importance of Financial Planning in the Business Succession Process
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or advice. Securities offered through Cetera Advisor Networks L...
What is a Buy-Sell Agreement & Why is it Important for Business Succession Planning
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or advice.Securities offered through Cetera Advisor Netw...
Business Owners & Their Exit Plan
EFor a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or advice.Securities offered through Cetera Advisor Net...