EPISODE · Sep 4, 2025 · 24 MIN
It's More Complicated Than You Think
from Books & The Biz · host Dan Paulson and Richard Veltre
A recent guest pointed out that about 70% of business owners looking to sell have no plan and want to get our as soon as possible. Now Books & The Biz shares a real world example of how complex a seemingly simple business sale can impact the overall transfer of wealth in the family. Succession is a process and needs to be planned well in advance of the actual transfer of business. Other factors need to be brought forth and discussed that are often overlooked. This episode digs deeper into how as simple transaction can become more complicated as the family gets involved. Please like, share, and subscribe.
What this episode covers
A recent guest pointed out that about 70% of business owners looking to sell have no plan and want to get our as soon as possible. Now Books & The Biz shares a real world example of how complex a seemingly simple business sale can impact the overall transfer of wealth in the family. Succession is a process and needs to be planned well in advance of the actual transfer of business. Other factors need to be brought forth and discussed that are often overlooked. This episode digs deeper into how as simple transaction can become more complicated as the family gets involved. Please like, share, and subscribe.
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It's More Complicated Than You Think
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