Dec 29, 2021
Ep 48 โ Family Succession in Industrial Distribution
Listen in as we talk to Jennifer Murphy (5th generation) and her father Dan Judge (4th generation) from NetPlus Alliance, a leader in industrial distribution and a multi-generational family business in Lockport, NY about family succession, what the road into...
Dec 20, 2021
Ep 47 โ When She Has The Money; Exploring the unique experiences of financially diverse couples in family enterprises
Listen in as we talk to Dr. Jamie & Evan Traeger-Muney about the variety of values and approaches when it comes to money in family enterprises and the โThree Cโsโ to live by to navigate...
Nov 16, 2021
Ep 46: The Angels & Demons of Business Transfer Agreements
We had an absolute blast talking about business transfer agreements with lawyers Michael Robinson* and Michael Paiva* and the utter nightmares that can occur when business owners are lulled into complacency and don't prepare one. We had both lawyers discuss...
Nov 1, 2021
Ep 45: 8 Mistakes Family Businesses Make When Itโs Time to Sell and Why it Matters
In this episode, we talk to the author of the โOne Way Outโ Dan Prisciotta* and discover when selling may or may not make sense to an outside party and how to prepare your business to maximize itโs value. Weโll also cover:
- How...
Oct 22, 2021
Ep 44: 831(b)/Captive Insurance Plans: Love & Scrutiny
During this episode, weโll discuss the 831(b) plans with expert Van Carlson* of Strategic Risk Alternatives, including:
-
Why the IRS recently sent out a โsoft
warningโ letter to 831(b) plans and
what it means for Captives. - Risk Management...