Matt Augsberger - The Glorious Twilight of Your Career: Succession and Legacy Planning for Business Owners

10/25/21 • 40 min

Over 78 percent of business owners are expecting the sale of their business to be a major part of their retirement plan, but most have no idea how to go about selling (or buying) a business. As more small business owners are on the home stretch to retirement, many people want to be certain that they can transition the business to new leadership that will respect the integrity of their business. How can you both make sure your clients are taken care of and you still get top dollar for all of your years of sweat equity and hard work? What happens if some of your children want to run the business, and some don’t? AND as a buyer of a business, how do you make yourself attractive to the seller?
Program Highlights
Real life stories of successful (and some not so successful) business transition plans
Ways to plan, in advance, for a smooth transition as you sell your business
Ways to make sure you have security from the new buyer after you sell your business
Cost effective solutions you can use to prepare for giving your business to family members (while treating the non-interested family members fairly)
What makes a buyer attractive to a seller
Presenter:
Matt Augspurger is a wealth advisor and speaker. As a fiduciary, he focuses on holistic wealth management and retirement planning. He has been seen in various local publications and events, such as Seattle Magazine, Forbes, and The Wall Street Journal, Uplift Kitsap, and Compass & Clock Magazine. Matthew comes from a family of educators and his passion for teaching shines through. He is a dynamic speaker focusing on memorable ideas, understandable explanations, and the message of clarity that provides clients with sound, unbiased, and independent financial solutions.

Previous Episode

Shannon Bruce "Leadership is an Inside Job"

Organizational performance doesn’t start with your teammates; it begins with you!
Leadership is personal. It’s an inside-out process that flows from individuals, ripples through teams, and cascades throughout the organization to become part of the culture.
After coaching leaders and teams for over 18 years to transform company culture, Shannon Bruce, Professional Certified Coach, reveals common themes and recurring patterns that not only hinder organizational results but also negatively impact the well-being of employees from the C-Suite to the frontline. Regardless of company size or industry, consistent unhealthy habits and negative behaviors minimize the impact of leadership and marginalize business results.
On a mission to end suffering in the workplace, along with a deep desire to “go into companies to create communities,” Shannon has integrated her years of insight to thoroughly engage you with a thought-provoking message that you won’t want to miss. She will share perspectives and practical information that will challenge, empower, and activate you as a leader. You’ll take away 7 key strategies that will help you optimize your personal leadership and well-being to maximize organizational health and performance.
Meet Your Presenter
Shannon Bruce, CPCC, PCC
Shannon Bruce, CPCC, PCC is a passionate Professional Certified Coach whose work inspires transformational change in her clients and their companies. With more than two decades of experience in management and executive leadership, Shannon is a powerful listener, able to challenge the status quo.
Her coaching and facilitation clients rave about her ability to motivate them to always drive toward excellence. As CEO of StoryBridge, Inc. she acts as a catalyst for Conscious Culture Change, creating communities within organizations and building cohesive, high performing teams. Clients say she has helped them achieve accelerated trust, improved relationships, as well as bottom-line business results.
Shannon’s resume reveals a richness of experience that helps her quickly engage in any industry. She was a CPA with Ernst & Young, an executive with two wholesale distribution companies, and an entrepreneur who has launched multiple business start-ups. Her client list includes: healthcare, construction, banking, architecture, libraries, escrow and title insurance, and city ports—corporate, nonprofits, and government. She is currently serving Executive Leaders at Puget Sound Naval Shipyard and Intermediate Maintenance Facility through CACI, Inc.

Next Episode

Jonathan Stone - The Value of Civil Discourse

When was the last time your team experienced healthy conflict, fought over ideas, and left feeling more unified than divided? These moments are the makers of great teams. Being able to debate ideas instead of attacking others is key. Instead of tiptoeing around what needs to be said or bulldozing through, we can leverage differences to bring positive outcomes and competitive advantage.
Jonathan Stone
Jonathan Stone has served as a leader and teacher at Newlife for the past 15 years. He also has led international teams for 10 years through Youth with a Mission.