If You Die, Nothing's Left with Melissa Yano | Financial Planner Search

Financial Planner Search · Oct 7, 2026 · 25m · transcript

In this episode of Financial Planner Search, Melissa Yano, a CFP at Capital Wealth Planner, talks with business owners whose companies are already working and who still do not have an answer for what happens if they are suddenly gone.

She works with closely held businesses, often a solo owner or a couple, usually up to about $15 million in revenue. People come to her when cash is piling up, a colleague has just sold, or last year's tax bill made them choke. A CPA can tell them what already happened. Melissa looks at what is next: how they pay themselves, whether the business could stand…