What does it take to become a next level advisor? Join our discussions with financial advisors and industry experts from a variety of specialties and backgrounds to discover how.
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What does it take to become a next level advisor? Join our discussions with financial advisors and industry experts from a variety of specialties and backgrounds to discover how.
What's on the horizon for business owners in 2024 and beyond?
The Next Level Advisor
21 minutes 16 seconds
1 year ago
What's on the horizon for business owners in 2024 and beyond?
Change is on the horizon -- are business owners ready? Today on the Next Level Advisor Podcast, we’re joined by Steven Susel, Managing Partner of Marshall & Stevens Incorporated, a leading business valuation firm, as he shares some crucial insight into how business owners can set themselves up for success when positioning the value of their business from an Estate Tax perspective.
The Next Level Advisor
What does it take to become a next level advisor? Join our discussions with financial advisors and industry experts from a variety of specialties and backgrounds to discover how.
