This Week on our Business Shows!

This Week on our Business Shows!

Grow Your Business & Grow Your Wealth with Gary Heldt airs episode 293 on November 12^th with Katherine M. Sheehan, Managing Director and Wealth Strategist at Crestwood Advisors, about how smart planning protects both your business and your legacy. Katherine breaks down what every entrepreneur should know about estate and succession planning and explains how the Qualified Small Business Stock (QSBS) provision can help business owners exclude up to $10 million in gains when selling their company.

Grow Your Business & Grow Your Wealth with Gary Heldt airs a special BONUS episode on November 14th with guest host Barry Goldwater sits down with Lisa M. Cukier, Partner at Rubin Rudman LLP, to explore how empathy and expertise intersect in the world of family law, trust and estate matters, and fiduciary services.  Lisa shares how her concierge-level approach helps families and individuals manage life’s most sensitive transitions.

Sterling Insights with Roger & Katherine Silk airs a bonus episode on 11/12 with Chuck Cooper. Chuck Cooper, founder of Whitewater Consulting, discusses the importance of succession planning for small to mid-size businesses, emphasizing the need for expert advisors and a comprehensive approach focusing on identifying successors, maximizing business value, and preparing for unforeseen events. Ray O'Connell highlights the significance of a well-rounded advisory team, the emotional complexities involved in succession discussions.

PS: Want to Grow Your Business with a Podcast? Grab a copy of Seth Greene’s how-to book here: Ultimate Podcast Book