Ep 23 - Business Succession Planning: When To Start With Jeff Coppaken
About this episode
This episode discusses the importance of starting business succession planning immediately with attorney Jeff Coppaken.
Business succession planning is critical for every business owner, regardless of when they plan to exit. In this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric sit down with attorney Jeff Coppaken to discuss the mergers and acquisitions landscape and the essentials of exit strategy. Jeff reveals that the best time to start business succession planning is always now—whether you're planning to sell in six months or six years. He explains common pitfalls in selling a business, the importance of having clean financials, and when to start the business succession planning process. Learn about deal structures, seller financing, and why assembling the right team of advisors early can maximize your business value and minimize tax implications when it's time to exit. What you will Learn in this Episode: Discover why business succession planning should start immediately, whether you're exiting in six months or six years, and learn which key advisors—including your business attorney, wealth management team, and tax strategy experts—need to be part of your planning process from day one. Understand the critical role of the due diligence process and clean financials in maximizing…
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