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Latest / Legacy Beyond Wealth with Rob Shelton

Will Your Family Inherit a Legacy or a Burden?

Most business owners assume the business they built will keep running long after they step away, but assuming isn't the same as planning. In this episode, Rob looks at what actually happens when the person at the center is suddenly unavailable, and why the gaps usually surface at the worst possible moment. Stick around for a simple set of questions that will tell you whether your plan is real or just a good intention.

Here’s what we discuss in this episode:

🏢 Succession Planning: Why good intentions are not the same thing as a formal plan

🔄 Business Continuity: Preparing a company to operate…

The skinny

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