
Ep 340: Operating Agreement As Pre-Nup: Splitting Away From Ensemble Partnership To Launch Your Own Firm With Melissa Joy
Financial Advisor Success
Introduction
Michael Kitzis is the host of the Financial Advisor's Success Podcast. This week he talks with Melissa Joy, founder of Pearl Planning in Dexter, Michigan. She shares how she had an external lawyer review her partnership documents and operating agreement like a pre-nup to ensure there was clear documentation about what would happen if it didn't work out. The legal work also gave her a pathway to be able to start over again when they needed to part ways.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.