All Emerald GEMs Podcasts Episodes

Why You May Need a Family Business Employment Policy

Marguerite C. Weese |
Emerald GEMs

March 23, 2021—If your business employs family members, or if you are thinking about hiring relatives for the first time, consider the benefits of a family business employment policy. Not only can a well-thought-out policy lead to greater family harmony, but it can set up your employees—and your business—for greater success as well.

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The Importance of Wealth Planning Before Selling Your Business

Bradley R. Crockett, CFP®, CEPA™️ |
Emerald GEMs

March 9, 2021—When you start to think about selling your business and retiring, it’s important for you to know what your company is worth. However, the current market value may be different from what you will need to maintain your desired lifestyle and meet your retirement goals over the long term. In today’s podcast, National Director of Advanced Financial Planning Brad Crockett explores the importance of personal financial planning before you sell your business.

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Using Strategic Financing to Help Work Toward Achieving Your Wealth Transfer Goals

Charlotte G. Philips |
Emerald GEMs

February 23, 2021—Customized financing solutions can play a significant role in your wealth plan. In fact, an estate or succession plan that includes appropriate borrowing strategies can help preserve a family’s legacy and enable a more efficient wealth transfer from one generation to the next. In today’s podcast, Wilmington Trust Private Banking Group Manager Charlotte Philips discusses how you can use strategic financing to help work toward achieving your wealth transfer goals.

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