Why your business might be your biggest risk Ft. John O'Dea

About this episode

The episode discusses the importance of buy-sell agreements and the risks business owners face when they are overlooked.

What happens to your business — and your wealth — when the unexpected strikes? In this episode of the Max Value Podcast, host Ben Towne sits down with John O'Dea, financial adviser at Summit Financial Group, for a deep dive into buy-sell agreements: what they are, why most business owners overlook them, and why that's a costly mistake. John breaks down the "5 D's" triggering events — death, disability, divorce, debtors, and departure — and explains how a well-structured buy-sell agreement act...

People in this episode

Host: Ben Towne

Guest: John O'Dea

Topics covered

• buy-sell agreements
• business risk
• financial planning
• wealth management
• entrepreneurship

Keywords

• buy-sell agreements
• business risk
• financial adviser
• wealth
• 5 D's

Mentioned in this episode

Organizations: Summit Financial Group

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