Listen "Ep107: Eunicia Peret on Strategic Growth, Estate Planning, and Scaling With Intention"
Episode Synopsis
In this solo episode, Eunicia Peret shares powerful insights from a recent panel event with seasoned experts across multiple industries—from HR to wealth strategy, investment banking to manufacturing. With decades of experience represented in the room, the recurring themes were clear: solving big problems is the path to bigger impact, building the right team is non-negotiable, and estate planning isn’t just about the future—it’s about being intentional today. Eunicia unpacks what it truly takes to scale a business beyond local borders, how to collaborate effectively with internal and external experts, and why your personal legacy should be part of your strategic planning right now.Key Takeaways:Solving big problems creates big demand: The more complex the issue you address, the more you’re worth to your clientsDepth of expertise matters: Scaling requires true mastery of your core offering—especially across marketsLeverage strategic partnerships: Collaborate across your industry to deliver more value without doing it all yourselfYour internal team determines your ceiling: The people who got you here may not be the ones to take you furtherElevate the experts around you: Your external advisors should be aligned, collaborative, and growth-focusedMinimize tax while protecting access to capital: Great strategy balances risk, returns, and visibility to investorsEstate planning is more than paperwork: It’s about long-term protection, tax efficiency, and generational legacyPersonal and business protection go hand in hand: Risk mitigation must include both sides of your financial lifeLegacy starts now: Whether you sell, pass on, or scale your business—your future impact starts with today’s choicesTimeline Summary:[00:00:00] Introduction and panel insights from seasoned business owners[00:01:00] Why business growth depends on solving high-value problems[00:02:00] The importance of deep expertise and cultural understanding[00:03:00] Strategic partnerships and breaking the scarcity mindset[00:05:00] Building an internal team aligned with your next-level vision[00:06:00] Knowing when your current team needs to evolve[00:07:00] The value of a high-caliber external advisory team[00:09:00] Gaps in communication and collaboration across industries[00:10:00] Estate planning beyond the will: tax, legacy, and protection[00:11:00] Exit strategy planning and how it affects future generations[00:12:00] Liability awareness across personal and business dimensions[00:13:00] Preserving legacy through intentional transitions[00:14:00] Summary: Three big takeaways for business owners[00:15:00] Invitation for listeners to share what they’re focused on
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