Guest: Brandon Smith, Independent Financial Planner, Milestone Financial Solutions Host: Alex Mejias, Founder & Managing Attorney, James River Law If you’re a closely held or family business (1–4 owners, ~10–15 employees), this episode is your practical guide to business continuation and succession planning. Alex and Brandon break down buy-sell agreements, valuation methods (handshake, informal, and formal valuations), funding options (loans, sinking funds, term & permanent life i...
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