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Planning Reimagined - Videos

Below is the video version of the latest episode of Planning Reimagined.  Click the icon to head to the Planning Reimagined YouTube page and subscribe to be alerted when each new episode drops.
  • YouTube

Season 2 Episode 5:

What's more likely to end a successful family business: a competitor, or a Tuesday nobody saw coming?

In this episode of Planning Reimagined, Celeste Moya and advanced planning strategist Kris Stegall move fast through the ten disruptors most likely to take down a closely held business or family enterprise. These are the risks that rarely come from the market. They come from the blind spots: an unwritten succession plan, an illiquid estate, a tax law change, a family that stops getting along the moment money is involved.
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