Artwork for podcast Business Confidential Now with Hanna Hasl-Kelchner
How to be Smart About Business Succession Planning
Episode 321st January 2016 • Business Confidential Now with Hanna Hasl-Kelchner • Business Confidential Now with Hanna Hasl-Kelchner
00:00:00 00:29:37

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Business succession planning and leadership transition is a huge topic as Baby Boomers continue to retire. In the next 10 years approximately 10 million business owners plan to sell their business to fund their retirement -- an asset transfer of nearly $10 trillion!

Discover how to plan ahead for a seamless transition while still growing your business as host Hanna Hasl-Kelchner welcomes business succession planning expert and Wealth Management Advisor Todd Grantham.

WHAT YOU'LL DISCOVER ABOUT SUCCESSION PLANNING: 

  • Why business succession planning is a process instead of an event
  • How much time it takes to put a solid business succession plan in place
  • Who should be involved in helping you craft your business succession plan
  • The 4 biggest mistakes business owners make that lead to unwanted surprises
  • And much more

GUEST:

Todd Grantham is a Wealth Management Advisor who heads up a full financial planning team at Northwestern Mutual. Todd has more than 20 years of experience in the financial services industry and specializes in business succession planning -- helping business owners and professionals achieve their long term goals while protecting those they love. 

Tune in to hear his inspiring stories and advice on how to engineer a smooth transition.

RELATED RESOURCES:

Contact Todd directly.

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