Dinsmore & Shohl LLP’s Post

𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐨𝐰𝐧𝐞𝐫𝐬, 𝐝𝐨𝐧’𝐭 𝐭𝐚𝐤𝐞 𝐖𝐢𝐥𝐥𝐲 𝐖𝐨𝐧𝐤𝐚’𝐬 𝐜𝐡𝐚𝐧𝐜𝐞 𝐚𝐩𝐩𝐫𝐨𝐚𝐜𝐡 𝐭𝐨 𝐬𝐮𝐜𝐜𝐞𝐬𝐬𝐢𝐨𝐧 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 While taking an unusual approach to succession planning worked in the novel Charlie and the Chocolate Factory, a survey suggests more than a third of businesses could place their legacy at risk by overlooking their long-term plan. Click the link in the comments to discover more.

𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐨𝐰𝐧𝐞𝐫𝐬, 𝐝𝐨𝐧’𝐭 𝐭𝐚𝐤𝐞 𝐖𝐢𝐥𝐥𝐲 𝐖𝐨𝐧𝐤𝐚’𝐬 𝐜𝐡𝐚𝐧𝐜𝐞 𝐚𝐩𝐩𝐫𝐨𝐚𝐜𝐡 𝐭𝐨 𝐬𝐮𝐜𝐜𝐞𝐬𝐬𝐢𝐨𝐧 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 While taking an unusual approach to succession planning worked in the novel Charlie and the Chocolate Factory, a survey suggests more than a third of businesses could place their legacy at risk by overlooking their long-term plan. Click the link in the comments to discover more.

In his most recent article with the Milwaukee Business Journal, Andrew Bird, CLU®, CFP®, RICP®, AEP® shares his expert insights into a crucial topic for all business owners - succession planning. Learn why it's important, how to get started and the top strategies here: https://lnkd.in/dsByBXU6

Why proactive succession planning is key to supporting smooth transitions for family businesses. AlTi’s Jill Shipley and Brittany Cook, J.D., LL.M. write about the importance of planning ahead in their article for WealthManagement.com. To read the full article, visit https://lnkd.in/dEMgXp7d To learn more about AlTi, visit https://alti-global.com/ _________________ #WealthManagement #EstatePlanning #Succession

You’ve spent your life building and growing your business, whether you started out on your own or took over the family enterprise. And while you’ve worked hard to get to where you are today, do you have a plan for your company’s future — and your team — once you’re gone? That’s where succession planning comes in: https://bit.ly/3szKySc

We get it. You're not super hyped to talk about succession. You're only XX years old, and there is still so much gas left in the tank!! And you're not planning on exiting anytime soon!! But...succession planning is incredibly important. Helping you secure the legacy. Maintaining continuity and stability. And, allowing you to retain top tier talent. Want to learn more about succession planning? Of course you do!! Check out The William Stanley CFO Group's blog, today: https://lnkd.in/erZ3WipA

Whether leaving the business is in an owner's immediate plans or not, it's important to think about what will happen when that time comes and to have a succession plan ready to provide a solid strategy for keeping the business running effectively during the transition. Learn More About Succession Planning: https://bit.ly/3CarA7E Contact Us: https://bit.ly/49717Wp #sellmybusiness #sellmybusinessiowa #businesssales #businessbroker #businessintermediary #iowabusinessesforsale #smallbusinessiowa #smallbiz

For business owners, a thoughtfully recruited cross-functional team can help increase the likelihood of a successful succession plan. Read more about the key individuals to add to your team if you’re looking to sell or exit from your business. https://bit.ly/45FusWH

We get it. You're not super hyped to talk about succession. You're only XX years old, and there is still so much gas left in the tank!! And you're not planning on exiting anytime soon!! But...succession planning is incredibly important. Helping you secure the legacy. Maintaining continuity and stability. And, allowing you to retain top tier talent. Want to learn more about succession planning? Of course you do!! Check out The William Stanley CFO Group's blog, today: https://lnkd.in/eDQjzcVg

Have you put any thought into succession planning for your business? Making sure you are taking the appropriate steps today to prepare for a successful tomorrow is so important.