David C Barnett Small Business and Deal Making M&A SMB cover image

Live 2024 Financial Planning for Biz Owners with guest Jennifer R_ Lee

David C Barnett Small Business and Deal Making M&A SMB

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Intro

This chapter explores tailored financial planning concepts for business owners, emphasizing the significance of treating money as a resource for personal and family aspirations. It also addresses the specific challenges faced by clients in transition, such as divorces, highlighting an empathetic approach to financial management.

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