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.

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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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Business Succession Checklist

Selling a business or transitioning out is a significant financial and emotional event that often involves different professionals all working on a singular timeline. Besides the implications of selling something you’ve built, there may be tax and legal ramifications to the decision. Sometimes it’s hard to know where to begin.

Whether you’re uncertain of your first move – or just ensuring how your priorities compare to ours – download our Business Succession Checklist:

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