All My Business Content

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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Business Transition Planning for Small Business Owners

John O. Campbell, CFP® |
Emerald GEMs

November 19, 2020—Too often, small business owners fail to plan for the eventual transition of their businesses. However, planning for an inevitable ownership change is simply good business—and it starts years before the enterprise changes hands. Listen now as Director of Minority-Owned Business Engagement Joh Campbell discusses why all business owners, regardless of the company’s size, should prepare for their future transition.

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Mentorship May Increase Next Gen Engagement in the Family Business

Libby Turner, CEPA™️ |
Emerald GEMs

October 6, 2020—Many successful family businesses use mentorship programs to engage younger generations and overcome some of the challenges associated with inter-generational succession. In addition, effective mentoring may help reinforce a shared vision and company values across generations. Family Legacy Advisor Libby Turner discusses how effective mentoring can help pave the way for a successful business transition to the next generation.

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