#21: Exit Planning and Wealth Transitions – Financial Strategy for Business Owners with Jennifer Lee
In this episode, I sit down with Jennifer Lee, founder of Modern Wealth and author of Squeeze the Juice, to explore the financial and emotional side of business exit planning. With nearly three decades of experience, Jennifer specializes in transition planning for business owners navigating what she calls collision zones: moments where high emotions meet critical financial decisions.
We discuss:
– Jennifer's background in financial planning and the journey to founding her own firm.
– What collision zones are and why business owners often get caught unprepared when receiving unexpected…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.