Richard Muscio Reveals Three Imperative Principles of Great Business Succession Planning
Read moreIn his his most recent talk to financial planners, Richard Muscio asserts that solid, strategic, business planning should not be founded only on the precise drafting of documents and the most efficient number-crunching techniques in relation to reducing income taxes and wealth transfer taxes. Instead, business planning succession should focus on valuation, collaboration, and governance as the three imperative principles needed to ensure successful succession planning, whether for a large or a small business.
What type of family business are you planning for? Do we have a business-first family or a family-first business?”
Fritzi Gros-Daillon, Founder and CEO of Household Guardians and Expert on Aging
This week Richard and Joe welcomed Fritzi Gros-Daillon, a highly successful entrepreneur in senior move management, environmental consulting and most recently, the aging-in-place field. Her work entails providing help and insights for the real-life challenges facing Adult Children and their Parents. Her passion for keeping family members safe in their own home environment for as ...Read moreAlex Sonkin, Managing Partner of The Lombardi Group
Listen to Podcast of the Show Alex Sonkin serves as the Managing Partner for show sponsor, The Lombardi Group. Mr. Sonkin works directly with LG Managing Directors as well as LG clients in analyzing fact patterns and ensuring that the appropriate specialists are involved in designing the perfect solution(s) for each specific set of challenges. He ...Read morePaul Hynes CFP, Wealth Manager and Financial Advocate for Seniors
Listen to Podcast of the Show Richard and Joe welcomed Paul Hynes, President, and CEO of HearthStone Private Wealth Management for a return visit. A Certified Financial Planner, Paul founded Hearthstone in 2006 leaving a successful 22-year career at a large Wall Street investment firm. HearthStone Private Wealth Management provides independent thinking, research, advice and disciplined ...Read moreEntrepreneur Neil Senturia and Charles Hoke Discuss Defy Ventures
Listen to Podcast of the Show Changing the lives of inmates, Defy Ventures recognizes that many former drug dealers and gang leaders can become successful, legal entrepreneurs. Defy “transforms the hustle” of currently and formerly incarcerated men, women, and youth by providing entrepreneurship training, intense character and personal development, job placement, executive mentorship, startup incubation, and ...Read more
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