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Thinking of your business succession plan, or possibly wanting to coordinate something with your employer? In this podcast, which is a rebroadcast of a recent virtual meeting of the Cape Cod Practice Group, Michaela Herlihy of Beacon Financial...
Thinking of your business succession plan, or possibly wanting to coordinate something with your employer? In this podcast, which is a rebroadcast of a recent virtual meeting of the Cape Cod Practice Group, Michaela Herlihy of Beacon Financial Planning of Cape Cod, Inc. (https://www.beaconfinancialplanningcapecod.com/) shares her own experience in the purchase of her firm with help in the presentation from Atty. Jim Callahan (https://atkinscallahan.com/), who gave her counsel throughout the process. Get practical suggestions for consideration in your own planning.
