Family Business Series: The Math & The Emotion of Generational Planning
Episode 41.1 | 5 min
- Mark Pletts of Waypoint Capital Advisors, Founder
Many businesses are transitioning to the next generation of leaders, a process which requires significant financial planning to be successful. Jamie Duininck is joined by financial advisor, Mark Pletts, to talk about two things that impact generational transitions most: the math and the emotion.