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Ep 281: Leveraging Tax Planning To Create Unique Value For Small Business Owners with Duncan Kelm

Financial Advisor Success

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Is It a Father Son Relationship?

Dwight: I walked into my partner's office and said, i can't work here any more. And unless we have a solution relatively soon, i'm no longer going to be your succession plant. So you essentially gave him an ultimatum of, hay, i'm coming into the business, but if we're going to do the succession thing, it can't be at a wire house here. We also treat things pretty strictly business. He is always bruce no matter what in any of the conversations we're having in business. It defines that this is a business of family, not a family business.

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