I-Succession: Lesson 2 Part 1

Posted By: The Foresight Companies I-Succession,

I-Sucession: Lesson 2 on Establishing Your Financial Independence
By Daniel M. Isard, MSFS

The Goal


Florida has such an amazing coastline and that makes many people aware of boating and sailing.  It is said about boat owners, “the 2nd happiest day in their lives is the day they bought their boat”.  But the happiest is the day they sell it!  Each of us that are business owners remembers the anxiety of signing our names many times and then losing sleep that first night of business ownership wondering how to pay off the debt.  It gets easier as life goes on.  Then the anxiety returns when you think about planning for your day of liquidating the business.  I-Succession was created by your association management team with a vision to help the sellers and the buyers be better prepared.


In this video I won’t be teaching you anything about buying or selling boats, but I will help you understand the issues of a business sale and a lifetime being financially independent.  Financial independence is not about retiring necessarily, but it is about entrusting the stewardship of the business, the security of the consumers that plan on using your business and the assuring the careers of your employees.  I-Succession helps you know what to do, when to do it and what your options are.

Daniel M. Isard | Founder

7301 N. 16th Street, Suite 103 | Phoenix, AZ 85020

602-274-6464 |  danisard@theforesightcompanies.com | www.theforesightcompanies.com