Artwork

Innehåll tillhandahållet av Bob Bedritis. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Bob Bedritis eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Player FM - Podcast-app
Gå offline med appen Player FM !

Five Essential Tips for Donating Your Business Before You Exit

27:29
 
Dela
 

Manage episode 372483642 series 3317149
Innehåll tillhandahållet av Bob Bedritis. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Bob Bedritis eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

As business owners approach the end of their careers, they often consider a variety of exit strategies. Well, on the latest episode of Lessons by the Lake, we're exploring a strategy that doesn't receive as much attention as a traditional sale of the business.

We're joined by Bob Mumford, Area Director at the National Christian Foundation Northwest, to discuss Bob's experience within charitable giving and how business owners have been leaning towards donating their business more and more.

This strategy has numerous benefits and we'll be exploring these throughout today's episode!

Timecodes:

0:06 - Introduction and overview on the topic of the day

2:14 - Welcoming Bob Mumford to the show

2:30 - How Bob got involved with charitable giving efforts

4:05 - The benefits that a business owner should be considering around donating their business

5:51 - Stories of Bob's clients that have donated elements of their business

8:16 - When should the planning efforts for this strategy begin?

14:05 - Start your business donation efforts earlier than you think

15:50 - The team of professionals you should have involved in this process

18:30 - The different strategies available to business owners within this realm

22:11 - You can gift shares of your S-Corp to charity as well

24:38 - How you can get in touch with Bob and his team

26:05 - Closing remarks

Connect with Bob Bedritis:

Website

Facebook

YouTube

LinkedIn

  continue reading

31 episoder

Artwork
iconDela
 
Manage episode 372483642 series 3317149
Innehåll tillhandahållet av Bob Bedritis. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Bob Bedritis eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

As business owners approach the end of their careers, they often consider a variety of exit strategies. Well, on the latest episode of Lessons by the Lake, we're exploring a strategy that doesn't receive as much attention as a traditional sale of the business.

We're joined by Bob Mumford, Area Director at the National Christian Foundation Northwest, to discuss Bob's experience within charitable giving and how business owners have been leaning towards donating their business more and more.

This strategy has numerous benefits and we'll be exploring these throughout today's episode!

Timecodes:

0:06 - Introduction and overview on the topic of the day

2:14 - Welcoming Bob Mumford to the show

2:30 - How Bob got involved with charitable giving efforts

4:05 - The benefits that a business owner should be considering around donating their business

5:51 - Stories of Bob's clients that have donated elements of their business

8:16 - When should the planning efforts for this strategy begin?

14:05 - Start your business donation efforts earlier than you think

15:50 - The team of professionals you should have involved in this process

18:30 - The different strategies available to business owners within this realm

22:11 - You can gift shares of your S-Corp to charity as well

24:38 - How you can get in touch with Bob and his team

26:05 - Closing remarks

Connect with Bob Bedritis:

Website

Facebook

YouTube

LinkedIn

  continue reading

31 episoder

Усі епізоди

×
 
Loading …

Välkommen till Player FM

Player FM scannar webben för högkvalitativa podcasts för dig att njuta av nu direkt. Den är den bästa podcast-appen och den fungerar med Android, Iphone och webben. Bli medlem för att synka prenumerationer mellan enheter.

 

Snabbguide