My business partner and I built this company from nothing and now we're both in our 60s trying to figure out what happens when we're gone, but his kids work in the business and mine don't, and we haven't been honest about how unfair any succession plan is going to feel to someone. The company is basically our entire financial legacy.
More people experience this than they realize.
A lifetime of shared creation confronts the reality that equal partnership cannot extend beyond death when families have different stakes.
“Where Are You with Financial legacy — what you leave behind?”
Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.
If this sounds familiar, the Library can help you find the bigger picture.