138: How To Maximize Wealth and Your Legacy, Tim Scannell

Succession Stories host Laurie Barkman, The Business Transition Sherpa(TM), welcomes Tim Scannell, Managing Director, Partner at Hightower Great Lakes. Tim is the Managing Director at Hightower Great Lakes and host of "The Wealth Stream Podcast."  As an expert in proactive wealth management and tax planning, Tim guides families and business owners toward their financial aspirations. Laurie and Tim pull back the curtain on what a virtual family office is and what value they provide to owners and enterprising families.  Learn how you can prepare for a successful exit and safeguard your assets.The process can take two to three years and you’ll want to get professionals involved up front. Enjoy this Succession Stories episode to maximize wealth and preserve your financial legacy. Listen to learn more about: Wealth Management Process Working With Advisors Parallel Path Planning What is a Virtual Family Office Find Tim Here: https://hightowergreatlakes.com/ ❤️ Show us the love:  Submit a review for "Succession Stories" on Apple Podcasts or Spotify _______________________________________ My Links: ⏰️ Meet With Laurie: https://thebusinesstransitionsherpa.com/connect/ 🎙 Podcast: https://podfollow.com/succession-stories 🌐 Website: https://TheBusinessTransitionSherpa.com 🎥 YouTube: https://www.youtube.com/@successionstoriespodcast 😎 Instagram: https://www.instagram.com/lauriebarkman/ ✖️ Twitter: https://twitter.com/LaurieBarkman 😺 TikTok: https://www.tiktok.com/@businesstransitionsherpa _______________________________________ 📘 THE BUSINESS TRANSITION HANDBOOK: Get a free PDF copy of "The Business Transition Handbook" by author Laurie Barkman:  https://thebusinesstransitionhandbook.com OR text TRANSITION to +1-762-320-2826          

Om Podcasten

Succession Stories is an award-winning podcast guiding entrepreneurs from transition to transaction hosted by Laurie Barkman, The Business Transition Sherpa®. Succession Stories explores the entrepreneurial stages of a business from growth to maturity focusing on value creation, exit planning, succession, and M&A for owner-led companies. If you are an entrepreneur looking for inspiration to create a more valuable business, or an owner who wants to figure out the best way to transition or sell their closely held company, this podcast is for you. Hosted by Laurie Barkman, Amazon best-selling author of "The Business Transition Handbook: How to Avoid Transition Pitfalls and Create Valuable Exit Options." Learn more about Laurie's strategic business transition planning and M&A advisory services by visiting: https://thebusinesstransitionsherpa.com