I-Succession

Dan Isard, Founder of the Foresight Companies, will write a series of educational blog articles to accompany the video lessons on all aspects of succession planning. This blog series will help IFDF members plan for their successful retirement and business transfer.

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I-Succession: Lesson 7 Part 2
I-Succession: Lesson 7 Part 2

I-Succession: Lesson 7 Part 2 - The Four Big Questions Must Be Answered! Continue Reading

Date posted05/2/2023


I-Succession: Lesson 7 Part 1
I-Succession: Lesson 7 Part 1

I-Succession: Lesson 7 Part 1 - The Four Big Questions Must Be Answered! Continue Reading

Postedby Staff
Date posted04/27/2023


I-Succession: Lesson 6 Part 2
I-Succession: Lesson 6 Part 2

I-Succession: Lesson 6 Part 2 - Meet I-Succession's Trusted Advisors, Shannen Mayfield and Dave Snyder of Federated Fiducial Continue Reading

Postedby Staff
Date posted04/6/2023


I-Succession: Lesson 6 Part 1
I-Succession: Lesson 6 Part 1

I-Succession: Lesson 6 Part 1 - Meet I-Succession's Trusted Advisors, Shannen Mayfield and Dave Snyder of Federated Fiducial Continue Reading

Postedby Staff
Date posted03/30/2023


I-Succession: Lesson 5 Part 2
I-Succession: Lesson 5 Part 2

Introduction to Lending with Teresa Carlson, Vice President, The Bankcorp Continue Reading

Postedby Staff
Date posted03/12/2023


I-Succession: Lesson 5 Part 1
I-Succession: Lesson 5 Part 1

Introduction to Lending with Teresa Carlson, Vice President, The Bancorp Continue Reading

Postedby Staff
Date posted03/10/2023


I-Succession: Lesson 4 Part 2
I-Succession: Lesson 4 Part 2

Business Valuation Methodology Continue Reading

Postedby Staff
Date posted03/1/2023


I-Succession: Lesson 4 Part 1
I-Succession: Lesson 4 Part 1

Business Valuation Methodology Continue Reading

Postedby Staff
Date posted02/23/2023


I-Succession: Lesson 3 Part 2
I-Succession: Lesson 3 Part 2

Adding Your Business and Business Real Estate into Your Financial Plan Continue Reading

Postedby Staff
Date posted02/16/2023


I-Succession: Lesson 3 Part 1
I-Succession: Lesson 3 Part 1

Adding Your Business and Business Real Estate into Your Financial Plan Continue Reading

Postedby Staff
Date posted02/9/2023


I-Succession: Lesson 2 Part 2
I-Succession: Lesson 2 Part 2

Establishing Financial Independent: Part 2 Continue Reading

Postedby Staff
Date posted01/30/2023


I-Succession: Lesson 2 Part 1
I-Succession: Lesson 2 Part 1

Establishing Your Financial Independence: Part 1 Continue Reading

Postedby Staff
Date posted01/26/2023