Jay and guest Shawn Wamstad, Principal at Bernstein explore more business owner blindspots that can have a big impact on the value and salability of a business.
In this podcast, Jay and Shawn unpack these Blindspots that are related to pre-Letter of Intent (LOI) planning:
Planning for Family Needs
Planning for Charitable Intentions
Being Realistic Re: Valuation, Structure, Requirements
Know Your Wealth Manager Before You Need Them