Succession Planning with Stephan Leimberg

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By Global Atlantic Financial Group. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Many insurance, tax, and legal professionals focus on the tax aspects of succession planning when, in reality, personalities and family dynamics are a much more important part of planning for small business owners. You won’t want to miss this opportunity to hear Steve’s perspective and practical experiences on this important topic.

17 episodes