Passing On a Business: What Business Owners Need to Consider

In the final episode of this three-part series, Future Focus brings business and personal planning together, exploring what ultimately matters most: outcomes. When it comes to passing on a business, what does it look like when you’re ready to move it to the next generation?

This episode discusses navigating equity and fairness between active and inactive children in your business, understanding why the value you think your business will sell for isn’t always accurate, and aligning business exit decisions with personal finance goals.

Listeners will hear practical, high‑level insights on aligning business goals with personal priorities, planning for real‑world outcomes (not just ideal ones), and reframing success beyond the transaction itself.

Don’t forget to like, subscribe and drop your questions in the comments for future episodes.

Future Focus: A Financial Strategies Podcast 

Welcome to Future Focus, a podcast designed to make sense of complex financial topics. Hosted by Troy Branch, a professional with over 25 years in the financial services industry, this Ameritas advanced planning podcast offers engaging panel discussions that simplifies the jargon into straightforward insight.  

Whether you’re a business owner aiming to enhance your financial knowledge or someone interested in financial literacy, Future Focus is your go-to resource. Each episode provides practical tips covering topics like estate planning, managing risk, retirement strategies for business owners and much more. 

Disclosures

This podcast is for information purposes only and will cover a variety of topics examining the role insurance and other financial products may play in financial decisions. The information presented here is not intended as tax, accounting, or other legal advice. If tax or other legal advice or other expert assistance is required, the services of a competent professional should be sought. 

This information is provided by Ameritas®, which is a marketing name for subsidiaries of Ameritas Mutual Holding Company. Subsidiaries include Ameritas Life Insurance Corp. in Lincoln, Nebraska and Ameritas Life Insurance Corp. of New York (licensed in New York) in White Plains, New York. Each company is solely responsible for its own financial condition and contractual obligations.