From Startup to Succession: Wealth Planning for Entrepreneurs, w/ Nelisha Firestone

In this episode, host Elizabeth Ledoux is joined by Nelisha Firestone, who helps people in the financial world stay healthy and whole. A wealth advisor and the founder of Firestone Financial Group, Nelisha works with owners through all stages of their business.

Nelisha and Elizabeth delve into the intricacies of financial planning and estate management for business owners. Nelisha shares personal anecdotes, stressing the importance of establishing trust and relationships with financial advisors early on. She also emphasizes the need for business owners to diversify their wealth beyond their primary business to mitigate over-reliance on a single income source. The conversation also explores building a team for business succession and retirement planning, emphasizing the role of successors for smooth business transitions.

Connect with Nelisha Firestone on LinkedIn: https://www.linkedin.com/in/nelisha-firestone/

Learn more about the Firestone Financial Group: https://www.firestonefingroup.com/

Connect with Elizabeth Ledoux and the Transition Strategists:

- Website: https://transitionstrategists.com/

- Facebook: https://www.facebook.com/thetransitionstrategists

- Elizabeth on LinkedIn: https://www.linkedin.com/in/elizabethledoux/

- Transition Strategists on LinkedIn: https://www.linkedin.com/company/transitionstrategists/

Subscribe to "The Business Transition Roadmap with Elizabeth Ledoux" on your favorite podcast player:

- Spotify: https://spoti.fi/3MxSYA2

- Apple Podcasts: https://apple.co/3IhMMux

Get Elizabeth Ledoux and Laura Chiesman’s latest book, "It’s A Journey: The MUST-HAVE Roadmap to Successful Succession Planning": https://amzn.to/3oq2LQv

This episode was produced by Story On Media & Marketing: https://www.successwithstories.com.