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Ep. 29: Family Businesses Need These Documents that Go Beyond Estate Plans

In this episode, Wes & Brooks Powell discuss estate planning within transferring a business, implementing future financial goals into your current and future business plan, and the importance of over-communicating your family business transition plan to all family members.

Listen to the latest episode of BFR to find out how you can get aligned with your fellow owners!



    • 2:11 Introduction
    • 5:43 Estate Planning
    • 8:05 Legal Structures Behind Estate Plan
    • 10:43 Mechanics of Transitioning a Business 
    • 12:45 Business Leader's Responsibility to Lead
    • 14:32 How often should you be talking about estate planning? What other critical alignment goals are there?
    • 17:36 Over-Communication
    • 23:33 Moving the Goal Post 
    • 30:07 Takeaway

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