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127. "Succession Planning with Abbe Large"
Manage episode 404907095 series 2847114
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Dawn talks with Abbe Large. Abbe, CLTC, Senior Vice President at Lenox Advisors, is a dedicated professional whose drive is to put her clients' best interests first. With nearly 30 years of experience, she is highly skilled in a variety of financial services, estate planning, and asset management solutions. With her corporate clients, she helps structure strategic employee benefits as well as executive carve-out programs. Dawn and Abbe talk about succession planning.
In this episode…
Who is Abbe Large and whom does she serve? (1:06).
Core pillars that I talk about with my business owners (2:37)
What essential aspects of business insurance are often overlooked by entrepreneurs regarding personal protection in unforeseen circumstances like accidents or disabilities? (3:46)
How often should we be checking these plans? How often do we need to make sure that with inflation stuff, there is enough funding for the buyout? (11:29).
Should business owners proactively establish a buy-sell agreement or succession plan triggered by events like the six D's, or is it typically implemented reactively when such events occur? (14:06)
How should business owners start creating a buy-sell agreement or succession plan, given the urgency and potential reluctance among stakeholders? (16:48)
Abbe Large’s Information.
Website: https://www.lenoxadvisors.com/
Linkedin: https://www.linkedin.com/in/abbelarge/
FB:https://www.facebook.com/LenoxAdvisors
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