Succession Planning - Where Do We Begin? (Part 1 of 2) (Ep. 27)

In our recent video, Roger North mentioned that the need for succession planning has never been greater as we approach the generational transfer of privately held businesses that make up 90% of the American economy. He also mentioned that mixing business, family, and economics often creates complexity. Join Jerry Murray, Brian Black, and Leron Lehman in this two-part podcast series, where they share how to navigate these challenges. In our first episode, listen as the team discusses: - Who would benefit from succession planning? - When should planning start (is it too late)? - What can I expect as planning begins? - What are the most common questions or problems we encounter in the process?