Family Business Series: Aligning the Math and Emotion in Financial Planning for Business
Episode 41 | 35 min
- Mark Pletts of Waypoint Capital Advisors, Founder
Host, Jamie Duininck, is joined by Mark Pletts, a financial advisor who believes that financial planning in a family business, when done correctly, can positively impact generations to come. He has worked with Jamie and many other family businesses to navigate financial challenges and make decisions that are best for both the business and the family. In this episode, Jamie and Mark discuss how to align the math with the emotion when doing financial planning for your business.