The Heritage Institute

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EPISODE 29: Needs and Opportunities with Business Succession Planning

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Needs and Opportunities with Business Succession Planning Rod Zeeb

In this episode: Rod speaks with Cary Fry of Kalamath Consulting Group about how to uncover opportunities with business owner clients in transition planning that monetizes the value of their business to help them live their best life as a result of their work.

Length: 33 minutes