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How to Avoid Common Family-Owned Business Challenges with Adequate Planning

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In this episode of Why We Plan, John Brown, Founder of BEI, interviewed Joe Guyton, Founder and Principal of The Guyton Group, at BEI’s 2019 National Conference.

Joe explains his first experience with Exit Planning was with his father. He uncovers the common mistakes his father made with his business and the negative impact it had on him and his family. With better planning, many of these common challenges could have been avoided. Joe also discusses his strategy for getting in front of clients, how to get their attention, and how to start those difficult planning conversations. Business owners want to enjoy the next chapter of their lives after they leave their business. Be the advisor that helps business owners benefit from their life’s work and set them up for success.