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#350: What it Means to “Think Like an Owner”: Inside the Boardroom of a Privately Held Business with Brandon Henry

Intentional Growth

CHAPTER

The Dangers of Planning for Success

Roxanne Jones: All of those different strategies from taxes to estate planning, all that stuff are driven backwards from that goal. So as you're thinking through it, let's say the people got their equity targets or whatever, how do you start thinking through the strategies? She says there is always a gap between where they are now and where they want to be in the future. "I've never once after going through what we call due diligence hundreds of times at a client, whoever said where I am and where I want to be is the same spot," she says.

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