Tag: Legacy Advisors Network
Navigating the Emotional and Practical Aspects of Business Transitions With Joe Scheid (Ep. 37)

Navigating the Emotional and Practical Aspects of Business Transitions With Joe Scheid (Ep. 37)

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Are you a business owner standing at the crossroads of change, wondering what to do next? 

You’re not alone.

In this episode, Mark Dorman and founding member of the Legacy Advisors Network, Joe Scheid tackle the often-overlooked but critical issue that business owners face: the complex challenge of financial planning during pivotal transitions. Together they unravel the emotional and technical layers of financial decisions, drawing on Joe’s involvement with the Legacy Advisors Network and the Exit Planning Institute. By exploring the capabilities of the Capitalize software and discussing the emotional journey of business owners, you will gain valuable insights and actionable strategies for preparing for business transitions.

Joe Scheid discusses: 

  • His journey to the private and family business owner marketplace
  • The Exit Planning Institute (EPI)
  • Challenges of financial planning during business transitions
  • How the Capitaliz software aids financial planning
  • And more

Resources:

Connect with Mark Dorman: 

Connect with Joe Scheid:

About our Guest: 

Joe Scheid, AIF®, CEPA®, CFBS®, CLTC® has transformed the lives of clients for nearly 28 years. With a unique and down-to-earth approach to financial planning, he empowers individuals and families to make sound decisions. Joe excels in guiding small and mid-sized business owners towards measurable and attainable financial objectives. Recognized for his capabilities as a financial advisor and small business resource, he prioritizes principles of character, integrity, excellence, and service.

Joe Scheid is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC (www.sipc.org) 17550 N. Perimeter Dr. Suite 450, Scottsdale AZ 85255. (480) 538-2900. CRN201911-221364

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CEPA and Business Transition Triumphs with Steve Hopkins (Ep.31)

CEPA and Business Transition Triumphs with Steve Hopkins (Ep.31)

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What do you need to make the most of your succession plan? What strategies and information could exit planners provide?

Join Mark Dorman and his guest Steve Hopkins, Owner of Charter BTA, in exploring the critical nature of devising contingency plans for business owners. Together they touch on the advantages of having a CEPA credential and the contributions of the Exit Planning Institute. 

Mark and Steve discuss: 

  • His background in business exit transition planning
  • What the Certified Exit Planning Advisor (CEPA) designation is and why is Steve pursuing it
  • How Steve’s personal background and career path have been influenced by entrepreneurship
  • Why succession planning is important for both older and younger business owners
  • And more!

 

Resources:

Connect with Mark Dorman: 

Connect with Guest:

About our Guest: 

Steve Hopkins understands risk. The riskiest period in the life of any closely-held business is when it transitions to a next generation; whether to family, insiders, or a third party sale, the value of a life’s work becomes vulnerable. Steve’s professional focus is guiding business owners through the perils of transitioning ownership and management; maintaining and enhancing business value in the process.

His career path started with Marsh USA in the world of large scale risk management and continued as a commercial Property & Casualty agent, managing and insuring risks for Oregon commercial enterprises. Understanding legal and tangible risks expanded to include personal and financial risks, which led to business succession and personal estate planning. In the late ’90s he leveraged his experience of 13 years with his Finance/Law degree and joined a Portland planning firm adding a general securities license to his complete complement of insurance licenses. Today he is an independent contractor affiliated with a short list of commercial Property & Casualty agencies who serve mostly closely-held businesses in the Pacific Northwest.

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