Annex Wealth Management Discusses The One Big Beautiful Bill.READ:Optimizing Through Change. 2025 Year-End Tax Planning. There’s Still Time To Optimize Your Tax Plan. The passing of the OBBBA made permanent some provisions, and added some entirely new wrinkles to tax...
Annex Wealth Management Helps With: Business Succession Planning
Annex Wealth Management Helps With:
Business Succession Planning
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Wealthyist Podcast | Selling Your Business
In this episode of the “Wealthyist” podcast, Brandon Lehman and guest Brian Lamborne, a tax law expert, discuss the intricacies of business succession planning, emphasizing the importance of starting this process from the inception of a business. They cover critical aspects like the alignment of business owners, the choice between stock and asset sales, and the significant role of professional advisors in navigating these complex decisions. The discussion highlights that effective succession planning should not only focus on selling the business but also on managing unexpected circumstances, ensuring all stakeholders’ interests are considered, and planning for future implications like taxes and employee welfare.
Wealthyist Podcast | Succession Horror Stories
In this episode of the “Wealthyist” podcast, Brandon Lehman and guest Brian Lamborne, a tax law expert, discuss the necessity of detailed, ongoing strategic planning in managing wealth and business transitions, emphasizing that without proper foresight, even successful entities can face dire outcomes.
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