Latest / The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Preserving Small Businesses Through Succession w/ Julie Charlestein
Airdate: 06/04/2023
Josh is joined by Julie Charlestein, Philadelphia-based business leader and healthcare innovator who serves as the fourth-generation CEO of Premier Dental, and author of her new Wall Street Journal bestseller HOW TO LEAD YOUR FAMILY BUSINESS: Excelling Through Unexpected Crises, Choices, and Challenges (Available now).
Josh and Julie discuss the importance of family run businesses and how to properly set a succession plan as businesses change hands among family, to avoid infighting and the loss of generational wealth.
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The skinny
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