Ever wondered where your business stands today and where it's headed?
Here's a stat: only 30% of businesses make it to the second generation, and just 10% make it to the third.
Join us on a journey through the ins and outs of the business world. We'll talk about finance, break down partnership dynamics, and share practical advice for those thinking about selling or growing. 💼
Join Stephen Taylor, JD, CFP®, in an exclusive and unfiltered conversation with our seasoned expert, David Hern , who sheds light on the importance of planning strategically and warns against getting stuck in an expense-driven mindset. 📊 Whether you're running a small business or dreaming about its future, this podcast provide a practical roadmap for making informed decisions.
Get ready for a mix of practical wisdom, strategic guidance, and actionable takeaways that can help you navigate the ever-changing business landscape. 🎙️
This podcast is your ticket to absorbing valuable lessons that could transform how you approach your business.
Stay in the know—hit play now! 🎧 Your journey to understanding and maximizing the value of your company starts here.
🔗 Hit that follow button so you won't miss out on our future episodes. , leave a review, and share your thoughts in the comments. We're all about sparking conversations! Stay tuned for more interviews with industry leaders that inspire.
🌐 Let's connect!
Website: www.meritedwealth.com/LinkedIn: www.linkedin.com/company/meritedwealth/Instagram: www.instagram.com/meritedwealth/Facebook: www.facebook.com/profile.php?id=100090138570648Twitter: twitter.com/satwealthman
Podcast: https://podcasts.apple.com/us/podcast/do-it-for-yourself-with-stephen-a-taylor-jd-cfp/id1613342945
🔗 David Hern
LinkedIn: https://www.linkedin.com/in/davidhern/Instagram: https://www.instagram.com/davidherncpa/Facebook: https://www.facebook.com/david.hern?ref=br_rs
🔗 Sofer Advisors
LinkedIn: https://www.linkedin.com/company/sofer-advisors/
Facebook: https://www.facebook.com/soferadvisors
Thanks for being here, and we're excited to share more real stories with you!
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