Podcast Episode 41.1

Family Business Series: The Math & The Emotion of Generational Planning

Episode 41.1 | 5 min
With Guest:
  • 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.

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