What happens if you get hit by a bus tomorrow? "Grow Your Business & Grow Your Wealth" Gary Heldt

I recently joined Gary Heldt on his podcast, Grow Your Business & Grow Your Wealth, and we got into a topic that’s hard for a lot of business owners to face—but absolutely critical if you care about what happens to your business when you’re no longer running it.

Here’s the uncomfortable truth: Almost half of family-owned businesses go bankrupt within two years of the founder’s death.
Not because they weren’t profitable… but because they weren’t prepared.

In this episode, I talk about what I’ve seen over my 35+ years as a CFO and why exit planning isn’t something you wait to do “when the time comes.” We cover:

• The massive difference between your CPA and your CFO

• What makes a business unsellable—even when the books look good

• Why a 3–5 year window is not optional if you want a clean exit

• The danger of relying on one big client

• How to build a management team that can survive without you

Watch the full episode here:

Listen at:

YouTube  iTunes  Spotify  TuneIn

If you own a business, or advise someone who does, I hope you’ll watch. This conversation could shift how you think about the legacy you're building—and whether it’s built to last.