I-Succession
An educational series on succession planning
As small business people, it's normal to worry about what will happen when you retire and how you're going to plan for a business transfer. Thankfully, IFDF has resources that make it a whole lot easier to grasp!
Dan Isard, Founder of the Foresight Companies, has contributed a helpful set of articles and video lessons on all aspects of succession planning. Click below to get started learning everything you need to know to start planning for your successful retirement and business transfer.
I-Succession: Lesson 2 Part 1
Establishing Your Financial Independence: Part 1 Continue Reading
Date posted05/12/2023
I-Succession: Lesson 2 Part 2
Establishing Financial Independent: Part 2 Continue Reading
Date posted05/11/2023
I-Succession: Lesson 3 Part 1
Adding Your Business and Business Real Estate into Your Financial Plan Continue Reading
Date posted05/10/2023
I-Succession: Lesson 3 Part 2
Adding Your Business and Business Real Estate into Your Financial Plan Continue Reading
Date posted05/9/2023
I-Succession: Lesson 5 Part 1
Introduction to Lending with Teresa Carlson, Vice President, The Bancorp Continue Reading
Date posted05/6/2023
I-Succession: Lesson 5 Part 2
Introduction to Lending with Teresa Carlson, Vice President, The Bankcorp Continue Reading
Date posted05/5/2023
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
Date posted05/4/2023
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
Date posted05/3/2023