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Are you prepared for the emotional realities of succession planning? Regina Beatty, an advisor with the financial planning group, Heritage Financial Consultants, joins Laurie Barkman on Succession Stories to discuss how to prepare and transition a business to the next owner, while navigating the financial and emotional challenges associated with transitioning from a family-owned business.

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Listen in to learn more about:

• Top concerns for business owners looking to exit
• How to minimize the tax impact of succession
• How to start a legacy plan

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Guest and show notes:

• distinctivewealthstrategies.com
• Regina.Beatty@LFG.com
• Regina Beatty is a Registered Representative of Lincoln Financial Advisors. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor.
• New York Times, "When Your Career, and Retirement Are The Family\'s Business" https://www.nytimes.com/2023/03/25/business/family-business-retirement-succession-New York Times

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More business transition resources:

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Grab a copy of "The Business Transition Handbook\\u201d for yourself at https://amzn.to/3Hqj2eo

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Download the official workbook\\xa0to help you plan your transition as you read at https://thebusinesstransitionhandbook.com

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Follow the\\xa0Succession Stories YouTube Channel

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Follow Laurie Barkman on LinkedIn: https://www.linkedin.com/in/lauriebarkman/

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If you enjoy Succession Stories, please leave a review. Reviews help us reach new listeners, grow the show and continue creating content you\'ll enjoy.\\xa0Please click here to leave a review.

https://RateThisPodcast.com/successionstories

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About Succession Stories Podcast

Succession Stories is an award-winning podcast guiding entrepreneurs from transition to transaction.

Hosted by Laurie Barkman, author of "The Business Transition Handbook: How to Avoid Transition Pitfalls and Create Valuable Exit Options."\\xa0

Learn more about Laurie\'s strategic business transition planning and mergers and acquistions advisory services by visiting: https://thebusinesstransitionsherpa.com\\xa0

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