VBO Series: Valuing a Private Company in Uncertain Times, Retirement Plans and Family Governance
From Replays & Reflections with Joe · 57:31
Show by Joe Strazzeri
In the final session of the 2020 series, three perspectives address what a business is worth and how families keep it together. Melissa explains how valuations were approached during the pandemic and why succession planning should start years in advance. Trey shows how an enhanced retirement plan can shelter sale proceeds, and Joe and Shelly discuss family conflict, councils, and constitutions. Recorded in November 2020.KEY TAKEAWAYS• Start succession planning three to five years before you need it.• Explore retirement plan designs that fit a future sale.• Set up family governance before conflict arises.LISTENER REFLECTIONIf a key family member were suddenly unavailable, would everyone know how decisions get made?
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