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Exit planning is much more than a static written document. It's a strategic business tool used to focus companies on maximizing business value, and it creates the opportunity for easy business transitions.
This week's Success That Lasts episode focuses on intergenerational business transfers, a common exit planning strategy within family enterprises.
Family businesses are unique. There are family dynamics at play — siblings, cousins, in-laws — as well as a powerful context of identity, reputation, and history to understand. There's also a variety of assets that need to managed and shared within families, as well as potentially disparate or competing goals of family members.
David DeLap, CPA, CEPA®, and tax partner at Delap, joins the podcast this week to discuss business transitions and family enterprises. With over 35 years of experience, Dave is a seasoned expert in accounting and wealth advisory, specializing in estate and succession planning for closely-held family businesses. He and podcast host Jared Seigel are also both Certified Exit Planning Advisors.
Tune in here, at delapcpa.com/podcast, or wherever you listen to podcasts: