The Business Owner Challenge
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About
This is The Business Owner Challenge with Brady Marlow of EXECSO. As a business owner you have unique financial challenges, especially when it comes to transitioning your company either internally or externally. In this podcast we address income planning for complex situations, leadership and ownership transitions, succession planning, exit strategies, generational wealth and more. And now, with a combined three decades of experience as both business owners and financial planners, here are your hosts, Certified Exit Planner Brady Marlow and Accredited Estate Planner Rob Wellendorf to help you navigate those challenging financial and emotional decisions!
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Recent episodes
- Episode 12 - The Power of the Process
- Episode 11 - Tired of Strategic Planning? Special Guest: Jeff Shannon
- Episode 10 - Shareholder Agreements
- Episode 9 - Real Estate Attorney Andy Simpson
- Episode 8 - What Can You Do Today?
- Episode 7 - The Sale
- Episode 6- Documenting Your Sales Process with Jill Slupe
- Episode 5 - Someone Wants To Buy Your Business, Now What
- Episode 4 -Family Business Transition- A Case Study
- Episode 3 - The Future of Your Business and the Timing of Your Exit