In this episode of The Mark You Leave, Alex Mejias and his colleagues Bri and Tariq from James River Law take a deep dive into one of the most important — and most misunderstood — topics in personal and business planning: estate planning. They unpack what an estate plan actually includes, why it’s about more than just a will, and how to protect yourself, your loved ones, and your legacy — no matter your age or income level. Whether you’re a creative, entrepreneur, or young professional, this ...
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In this episode of The Mark You Leave, Alex Mejias and his colleagues Bri and Tariq from James River Law take a deep dive into one of the most important — and most misunderstood — topics in personal and business planning: estate planning. They unpack what an estate plan actually includes, why it’s about more than just a will, and how to protect yourself, your loved ones, and your legacy — no matter your age or income level. Whether you’re a creative, entrepreneur, or young professional, this ...
Succession Planning 101: Buy-Sell Agreements & Insurance for Small Business Owners
The Mark You Leave
58 minutes
3 weeks ago
Succession Planning 101: Buy-Sell Agreements & Insurance for Small Business Owners
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...
The Mark You Leave
In this episode of The Mark You Leave, Alex Mejias and his colleagues Bri and Tariq from James River Law take a deep dive into one of the most important — and most misunderstood — topics in personal and business planning: estate planning. They unpack what an estate plan actually includes, why it’s about more than just a will, and how to protect yourself, your loved ones, and your legacy — no matter your age or income level. Whether you’re a creative, entrepreneur, or young professional, this ...
