Aligned Money Show
Business Succession with Justin Goodbread

On this show, we talked about strategic planning for business owners, why so few make it to a second or third generation and what can be done to change that trend with Justin Goodbread, CFP, CEPA, CVGA, Wealth Manager and owner of Heritage Investors. Listen to learn the necessary steps for getting ready to successfully transition or sell your business!
For the Difference Making Tip, scan ahead to 19:13.
You can learn more about Justin at FinanciallySimple.com, Facebook, Twitter and LinkedIn.
On this show, we talked about strategic planning for business owners, why so few make it to a second or third generation and what can be done to change that trend with Justin Goodbread, CFP, CEPA, CVGA, Wealth Manager and owner of Heritage Investors. Listen to learn the necessary steps for getting ready to successfully transition or sell your business!
For the Difference Making Tip, scan ahead to 19:13.
You can learn more about Justin at FinanciallySimple.com, Facebook, Twitter and LinkedIn.
- Broadcast on:
- 03 Jan 2024
On this show, we talked about strategic planning for business owners, why so few make it to a second or third generation and what can be done to change that trend with Justin Goodbread, CFP, CEPA, CVGA, Wealth Manager and owner of Heritage Investors. Listen to learn the necessary steps for getting ready to successfully transition or sell your business!
For the Difference Making Tip, scan ahead to 19:13.
You can learn more about Justin at FinanciallySimple.com, Facebook, Twitter and LinkedIn.
On this show, we talked about strategic planning for business owners, why so few make it to a second or third generation and what can be done to change that trend with Justin Goodbread, CFP, CEPA, CVGA, Wealth Manager and owner of Heritage Investors. Listen to learn the necessary steps for getting ready to successfully transition or sell your business!
For the Difference Making Tip, scan ahead to 19:13.
You can learn more about Justin at FinanciallySimple.com, Facebook, Twitter and LinkedIn.