Today it’s host to host in the latest episode of The Disruptive Successor show. Jonathan Goldhill welcomes the host of the “Don’t Retire…Graduate!” podcast, Eric Brotman. Eric is a certified financial advisor and the CEO of BFG Financial Advisors. Eric and his team are firm believers that financial literacy is the key to financial freedom, which inspires them to provide free and affordable educational resources and accessible financial planning with no asset minimums. HIGHLIGHTS Key elements to a good succession planning framework Eric on successions and exiting Eric on giving the equity Eric’s role in the succession planning The “Don’t Retire… Graduate!” book What BFG Financial Advisors is about QUOTES Eric: “I think the two that are most important beyond everything else, our communication, which to me also includes transparency, and goal alignment.” Eric: “I'm generally not a believer that you give equity away, I think equity is always sold, and even in a family business situation, I think equity is sold.” Eric: “I have to balance what the expectations are on a transaction. Because everyone thinks their business is worth more than potentially it is, in the same way, we all think our house is the nicest one on the block.” Start building your legacy now by connecting with Eric using the links below: LinkedIn: linkedin.com/in/ebrotman Email: ebrotman@bfgfa.com Websites: bfgfa.com A special gift from Christian to Disruptive Successor listeners! Visit https://www.instantnonprofit/disruptive-successor to get his Nonprofit Boot Camp for free! If you enjoyed today’s episode, please subscribe, review and share with a friend who would benefit from the message. If you’re interested in picking up a copy of Jonathan Goldhill’s book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com.
Today it’s host to host in the latest episode of The Disruptive Successor show. Jonathan Goldhill welcomes the host of the “Don’t Retire…Graduate!” podcast, Eric Brotman. Eric is a certified financial advisor and the CEO of BFG Financial Advisors. Eric and his team are firm believers that financial literacy is the key to financial freedom, which inspires them to provide free and affordable educational resources and accessible financial planning with no asset minimums.
HIGHLIGHTS
QUOTES
Eric: “I think the two that are most important beyond everything else, our communication, which to me also includes transparency, and goal alignment.”
Eric: “I'm generally not a believer that you give equity away, I think equity is always sold, and even in a family business situation, I think equity is sold.”
Eric: “I have to balance what the expectations are on a transaction. Because everyone thinks their business is worth more than potentially it is, in the same way, we all think our house is the nicest one on the block.”
Start building your legacy now by connecting with Eric using the links below:
A special gift from Christian to Disruptive Successor listeners! Visit https://www.instantnonprofit/disruptive-successor to get his Nonprofit Boot Camp for free!
If you enjoyed today’s episode, please subscribe, review and share with a friend who would benefit from the message. If you’re interested in picking up a copy of Jonathan Goldhill’s book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com.