Episode 72 - Don't Retire... Graduate. Talking Succession Planning with Eric Brotman

Today it’s host to host in the latest episode of The Disruptive Successor show. Jonathan Goldhill welcomes the host of the “Don’t Retire…Graduate!” podcast, Eric Brotman. Eric is a certified financial advisor and the CEO of BFG Financial Advisors. Eric and his team are firm believers that financial literacy is the key to financial freedom, which inspires them to provide free and affordable educational resources and accessible financial planning with no asset minimums. HIGHLIGHTSKey elements to a good succession planning frameworkEric on successions and exitingEric on giving the equityEric’s role in the succession planningThe “Don’t Retire… Graduate!” bookWhat BFG Financial Advisors is aboutQUOTESEric: “I think the two that are most important beyond everything else, our communication, which to me also includes transparency, and goal alignment.”Eric: “I'm generally not a believer that you give equity away, I think equity is always sold, and even in a family business situation, I think equity is sold.”Eric: “I have to balance what the expectations are on a transaction. Because everyone thinks their business is worth more than potentially it is, in the same way, we all think our house is the nicest one on the block.”Start building your legacy now by connecting with Eric using the links below: LinkedIn: linkedin.com/in/ebrotmanEmail: [email protected]: bfgfa.comA special gift from Christian to Disruptive Successor listeners! Visit https://www.instantnonprofit/disruptive-successor to get his Nonprofit Boot Camp for free!If you enjoyed today’s episode, please subscribe, review and share with a friend who would benefit from the message. If you’re interested in picking up a copy of Jonathan Goldhill’s book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.