Month: November 2020

FEATURE
Episode 46 – How to Prepare Your Successor Before Exiting Your Business – With Abby Donnelly

Episode 46 – How to Prepare Your Successor Before Exiting Your Business – With Abby Donnelly

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To hand off your business to a successor who will keep leading with similar values and goals, you need a strategic succession plan that aligns with the skills, experience, and capabilities of your business.

In this episode of The Wealth Is In The Details, Peter Raskin welcomes the Leadership & Legacy Group’s Abby Donnelly to explore the succession planning process. Abby breaks down her process for helping business owners prepare to hand off their business and reveals the tools and strategies that can help you exit your company.

In this episode, you will learn:

  • About the Donnelly Method for succession and exit planning
  • The emotional aspect of the succession and exit process
  • How a business owner’s identity can impact their business  
  • The difference between a business succession planning and an exit strategy 
  • And more!

Join Peter and Abby now and discover the importance of starting your succession plan today!

Resources:  Raskin Planning Group  | Abby Donnelly | Leadership & Legacy Group  | Resources |  336-458-9939

CRN-3324602-111020

Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

FEATURE
Episode 45 – Exit Strategies for Business Owners

Episode 45 – Exit Strategies for Business Owners

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Choosing to leave your business can be a difficult decision, but is one that must ultimately be made.

Today, Peter Raskin discusses exit strategies for small business owners. He dives into the financial and mental struggle that can come when choosing to leave, and reveals how planning for your exit early can both guide and improve your business. 

In this episode, you will learn:

  • How exit planning can benefit your business
  • The importance of planning for uncertainty
  • Why you should prepare mentally and financially for your exit
  • How potential buyers evaluate the value of your business
  • And more!

Join Peter now to learn exit strategies that will help you leave your business on your terms when the time comes!

Resources:  Raskin Planning Group: (617) 728-7433 ❘ peter.raskin@lfg.com

CRN-3251261-092220

Disclosure: This is not intended to be a substitute for professional investing advice always seek the advice of your financial adviser or other qualified financial service provider with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.