Echoes Series on Legacy Planning: Business Continuity Strategies

In this episode of our Echoes Series on Legacy Planning, TriCert Financial Group (TriCert) CEO Mike Gassewitz welcomes Connor Gates, CPA, CA, CFP®, a partner from one of TriCert's affiliated CPA firms, to discuss the critical topic of business continuity and succession planning.

They emphasize the importance of early planning for business owners to ensure their legacy thrives beyond their tenure. The episode highlights the urgency of implementing succession strategies amidst a significant intergenerational wealth transfer projected by 2026.

They also discuss the roles of family members and key employees in succession and the necessity of legal and financial expertise to optimize tax benefits and facilitate smooth transitions.

The views, thoughts, and opinions expressed in this podcast by special guests may not necessarily reflect those of TriCert Financial Group.

Recorded on June 7, 2024