Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-doWhat if the hardest part of passing on your business isn’t the paperwork, but ensuring your family’s story, values, and bonds endure for generations to come? In today’s episode, Rob talks honestly about what it takes to transition a business without damaging the relationships that built it. Real succession isn’t written in legal documents, it’s forged in open conversations, clear vision, and the trust that binds generations together.Here’s what we discuss in this episode:💛 Emotional Side of Succession: why the transition feels personal, not procedural⚠️ Common Planning Mistakes: the pitfalls that cause regret, resentment, and confusion🔥 Hidden Threats: taxes, divorce, and unprepared heirs that can derail a handoff🌱 Values That Outlast Wealth: ensuring the next generation inherits meaning, not just money🤝 Guidance That Helps: why families benefit from experienced, outside perspectiveOur website: https://www.axiowm.com/Phone: 801-717-9237Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do Get your copy of Rob’s books: https://www.axiowm.com/bookLet us speak at your next event: https://www.axiowm.com/speaking Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87QFacebook: https://www.facebook.com/AxioWMLinkedIn: https://www.linkedin.com/company/axio-wealth-management-llc/X: https://x.com/RobShelton_FAInstagram: https://www.instagram.com/axio.wm/

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