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Succession Planning for Business Owners: Avoid These Costly Mistakes

Succession Planning for Business Owners: Avoid These Costly Mistakes

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 In this Business Owner edition of The Great Wealth Transfer, Dave Pulcini, CFP®, dives deep into the critical (yet often avoided) topic of succession planning. From family feuds to failed exits, Dave shares real-life cautionary tales of business owners who didn’t have a plan—and the expensive fallout that followed.
You’ll learn:
  • How to create a bulletproof succession strategy
  • Why “fair” isn’t always equal in family business transitions
  • The must-have legal documents and buy-sell agreements
  • The role of financial advisors, attorneys, and third-party experts
  • How to increase your business valuation before selling
  • When and how to communicate your plan with family and key employees
This episode is packed with practical steps for any business owner ready to protect their legacy and avoid tomorrow’s family feud.
Want help creating your plan? Reach out to SixPoint Financial Partners at 585-485-0947 or email dpulcini@sixpointfp.com.
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