Succession Planning for Small Businesses: Special Topic

Transitioning your business isn’t something that happens overnight — it takes thoughtful planning to make sure everything goes smoothly. In this special episode of The Unshakeables, Ben sits with Adam Frank, Head of Wealth Planning and Advice, at JPMorgan Chase as they break down the steps every business owner should take to prepare for the future, whether passing a business on to a family member, a partner, or selling to a third party. Ben and Adam discuss the importance of setting up a solid succession plan while also managing the financial, legal, and emotional side of transition.See omnystudio.com/listener for privacy information.

Om Podcasten

The Unshakeables podcast from Chase for Business and iHeartMedia's Ruby Studio dives into the unbelievable “What are we gonna do now?” moments that changed everything for small business owners. From mom-and-pop coffee shops to auto-detailing garages, every small business owner knows that the journey is full of the unexpected. A single make-or-break experience can change the course of your business forever. Those who stand firm in their resolve have a special name. We call them The Unshakeables. These are their stories. Join Ben Walter, CEO of Chase for Business, and a lineup of special co-hosts as they speak with small business owners across America who’ve gone through some of the most unexpected situations anyone can face and walked away stronger for it. These aren’t stories about the darlings of Silicon Valley or titans of Wall Street. These are real stories from real people behind the small companies powering their communities every day. The speakers’ opinions belong to them and may differ from opinions of J.P. Morgan Chase & Co and its affiliates. Views presented on this podcast are those of the speakers; they are as of the podcast release date and they may not materialize.