business planning

062: The One Thing You Need to Know About Estate Planning – Deshonda Charles

Estate planning is NOT just for wealthy people. In fact, Estate Planning Attorney Deshonda Charles says, “An estate plan is your strategic plan to preserve and protect your business and assets over your lifetime.” It’s never too late to get one in place and it ensures you don’t leave a burden behind after you die or become unable to operate your business. In this episode, Deshonda not only dispels common myths about estate plans, but she defines the specific people, processes, and tools to help you get an estate plan documented and backed in a court of law. With her down-to-earth approach, she removes the stigma and fear of estate planning, making it accessible to business owners and families alike.

Special Guest: Deshonda Charles, Esq., President & CEO – The Tackett Firm, PLLC

Location:  Houston, TX  USA

Show Notes:

Related Episodes:

  • Episode 016: Demonstrate, Duplicate & Delegate – Nia Imani’s Formula for Success.
  • Episode 014: Dispelling 4 Common Entrepreneur Myths About Business Growth.
  • Episode 027: I.P. Protection for Business Processes.
  • Episode 061: The One Thing You Need to Know About Exit Planning.

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061: The One Thing You Need to Know About Exit Planning – David Shavzin

Who will take over your business when you’re no longer able to? Your answer to this question is the foundation of your exit plan and EVERY entrepreneur should have one. In this episode, exit and succession planning expert David Shavzin defines what an exit plan is and the people, processes, and tools needed to create and update it. As someone who helps business owners build value around their life’s work, David also candidly talks about the sensitivities of and multiple ways to transition ownership. Learn why business infrastructure is key to proving value to potential buyers.

Special Guest:  David Shavzin, Founder & CEO – Shavzin & Associates, Inc.

Location: Atlanta, GA  USA

Show Notes:

Related Episodes:

  • Episode 006: How Can I Implement Business Infrastructure in My Company?
  • Episode 016: Demonstrate, Duplicate, Delegate – Nia Imani’s Formula for Success
  • Episode 024: Driving Faster with Business Infrastructure
  • Episode 034: Developing a Business Strategy for Sustainable Growth

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