Dec 31, 2020
I have asked Courtney Pullen to join us and work with me and my parents, Marty and Maureen Palumbos – they hesitantly agreed. My parents and I have massaged and updated their estate plan for several years. At a high level the plan is for a portion of their estate to be divided among their four kids, a portion to...
Dec 30, 2020
What you will learn:
- Why discussing the business or the wealth can be tougher than having the “Birds and Bees” talk and what happens if you don’t.
- The good, the bad, and the ugly of family conflict
- How equal and equitable can be a challenge within families and the secrets to navigating them.
- Who would...
Dec 21, 2020
What you’ll learn:
- How Isaac Heating and Air Conditioning has successfully transitioned into the third generation.
- How the Daniele Family manages businesses in two very different states.
- What their vision for success is when it comes to family and their employees.
- What advice a third generation...
Dec 18, 2020
During this podcast you will learn:
- Why it’s important to understand the family’s past and the values that shaped the family business.
- What other family businesses are doing with their history and why you should too
- How to best collaborate with advisors when combining family history, family dynamics,...
Dec 10, 2020
Is Your Buy Sell Agreement Any Good?
During this episode we will be focused on the following topics:
- Horror stories of buy sell agreements that failed the family and the business.
- Why using valuation formulas is a fool’s errand.
- 4 of the most significant issues with buy sell agreements, which ones are...