The Biggest Risk in Family Transfers? The Children Might Not Want It.
Автор: Patrick Carroll CFP®, CExP™
Загружено: 2026-02-01
Просмотров: 1
Описание:
What happens when you spend 15 years grooming a successor, only for them to decide they don't want the business?
In this video, Patrick Carroll (Merit Financial Advisors) shares a difficult case study of a business owner in Virginia to illustrate the biggest risk in family transitions: The children might not actually want to be there.
Patrick covers:
The "Florida" Case Study: A cautionary tale of an owner who groomed her son for 15 years, only to suffer a "psychological blow" when he decided to leave.
The Family Fallout: How a difficult discussion with a cousin at the office can cause "hard feelings throughout the whole family."
The Financial Reality: Why internal transfers are financially difficult if the owner hasn't built wealth outside the business.
The Trade-Off: Why selling to family often means accepting a longer transition process or a lower price than a third party would pay.
#BusinessRisks #ExitStrategy #patrickcarroll
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