What Business Stage Are You In? Startup and Growth Part 1 

If your business changed tomorrow, would your current plan still hold up? This episode of Future Focus: A Financial Strategies Podcast explores why your business stage, particularly during the startup and growth phases, should shape the questions you ask, and how your answers to those same questions may change as your business grows. 

In part one of this two-part conversation, the Future Focus team focuses on the startup and growth stages of the business journey. They discuss founder dependence, personal and business financial overlap, key employee risk, retention planning and business continuity. 

In part two, the conversation moves to established, maturity and transition stages of a business, with a focus on value, liquidity, succession, legacy and what comes next. 

If you’re watching on YouTube, be sure to like, subscribe and share your questions in the comments for future episodes. Prefer listening on the go? You can find Future Focus: A Financial Strategies Podcast on Apple Podcasts, Spotify or wherever you get your podcasts. Follow, rate and review the show, and send your questions to futurefocus@ameritas.com. 

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. For more information about Ameritas®, visit ameritas.com.  

Ameritas® and the bison design are registered service marks of Ameritas Life Insurance Corp.  

Fulfilling life® is a registered service mark of affiliate Ameritas Holding Company.  

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