Simply Tax® Episode 6 – The Intentional Family Business

Thoughtware Podcast Published: Dec 06, 2017

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A family business is often the largest source of wealth for business owners, yet a recent study1 found only 36 percent have a formal succession and continuity plan. Listen in on Damien’s must-hear conversation with guest Courtney Pullen—president of The Pullen Consulting Group—to find out why being intentional is important for your family, your business and your future.

Here are just a few of the important areas covered:

  • “Shirtsleeves to shirtsleeves in three generations” @ 4:37
  • Financial transparency and talking money values early in life @ 7:03
  • Three areas to work intentionally toward: stewardship, values and balance @ 10:24
  • Best practices on being intentional about wealth @ 15:17
  • The rising generation @ 18:02
  • “If left unattended, what would you predict is going to happen?” @ 19:39

GUEST BIO: Courtney Pullen has more than 25 years of experience in individual and family coaching, business and management consulting, leadership development, communication and team building. Courtney’s primary focus is as a consultant to financial services firms and affluent families.

Follow Courtney on Twitter

Connect with Courtney on LinkedIn

Learn more about succession planning solutions for privately held businesses with BKDnext®, an intentional and thoughtful process to help you customize a detailed succession and continuity plan designed to create financial security for your family, your business and your future.

1BKDnext 2015 Succession Planning Survey

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