Pink Money
Pink Money
Jerry Williams
EPS 28 — Small Business Succession: Avoiding the Pitfalls
27 minutes Posted Sep 15, 2023 at 11:00 pm.
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27:20
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Show notes
What happens to your business when you’re gone? In this episode, Jerry shares a real-life story of a woman left struggling after her CPA husband passed without a plan in place. From probate headaches to locked accounts, Jerry explains the simple steps you can take today—like payable-on-death designations, life insurance, and succession planning—to protect your loved ones and keep your business running smoothly. 💬 Have a question or comment? Contact Jerry here