Listen "Is Your Wealth Too Tied to Your Business?"
Episode Synopsis
In the inaugural episode of Building More Than Business, hosts Ann Lucchesi and Nerre Shuriah explore a common challenge for owners—when personal wealth is tied too closely to the business. They explain how intertwined wealth can limit your financial flexibility and your exit options, and they share actionable takeaways for avoiding the risks. Two first steps? Separate personal and business finances from the start and use an informal valuation to support early decision making.Learn more at firstcitizens.com/building-more.
More episodes of the podcast Building More Than Business
Introducing: Building More Than Business
16/06/2025
Thinking About an Exit? Here’s the Plan
17/06/2025
Smarter giving: DAFs vs. private foundations
15/10/2025