Preserving Small Businesses Through Succession w/ Julie Charlestein

Airdate: 06/04/2023 Josh is joined by Julie Charlestein, Philadelphia-based business leader and healthcare innovator who serves as the fourth-generation CEO of Premier Dental, and author of her new Wall Street Journal bestseller HOW TO LEAD YOUR FAMILY BUSINESS: Excelling Through Unexpected Crises, Choices, and Challenges (Available now). Josh and Julie discuss the importance of family run businesses and how to properly set a succession plan as businesses change hands among family, to avoid infighting and the loss of generational wealth. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!