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In this episode, host Elizabeth Ledoux is joined by John A. Warnick, the founder of the Purposeful Planning Institute, a fellow of the American College of Trust & Estate Counsel, and author of the Purposeful Trust & Legacies Handbook.
After thirty as a tax and legal advisor to wealthy families, John pivoted to pursue his passion of assisting clients transition their wealth more purposefully. With the Purposeful Planning Institute, John works with clients and their advisors to ensure that the impact of their planning will positively impact future generations.
In this episode, Elizabeth and John discuss John’s passion for purposeful planning and business transition strategies. They also explore transitioning a business with a cabinet of advisors, transitioning a business with a founder who wants to maintain involvement, why we shouldn’t view a business transition as strictly a financial event, and much more.
Connect with John A. Warnick on LinkedIn: https://www.linkedin.com/in/john-john-a-warnick-7044503b/
Learn more about John’s work with the Purposeful Planning Institute: https://purposefulplanninginstitute.com/john-a-warnick/
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.
