This is The Business Owner Challenge with Brady Marlow of EXECSO. As a business owner you have unique financial challenges, especially when it comes to transitioning your company either internally or externally. In this podcast we address income planning for complex situations, leadership and ownership transitions, succession planning, exit strategies, generational wealth and more. And now, with a combined three decades of experience as both business owners and financial planners, here are your hosts, Certified Exit Planner Brady Marlow and Accredited Estate Planner Rob Wellendorf to help you navigate those challenging financial and emotional decisions!
Latest episodes of the podcast The Business Owner Challenge
- Episode 1 - How We Can Help You Transition From Your Business to Retirement
- Episode 2 - Do I Sell My Business Internally or Externally?
- Episode 3 - The Future of Your Business and the Timing of Your Exit
- Episode 4 -Family Business Transition- A Case Study
- Episode 5 - Someone Wants To Buy Your Business, Now What
- Episode 6- Documenting Your Sales Process with Jill Slupe
- Episode 7 - The Sale
- Episode 8 - What Can You Do Today?
- Episode 9 - Real Estate Attorney Andy Simpson
- Episode 10 - Shareholder Agreements
- Episode 11 - Tired of Strategic Planning? Special Guest: Jeff Shannon
- Episode 12 - The Power of the Process