Episode 147 — Succession Planning: Compensation and Communication artwork
The Boardroom Buzz: Grow, Sell, or Exit

Episode 147 — Succession Planning: Compensation and Communication

  • S2E147
  • 44:09
  • September 28th 2023

Succession planning can be tricky. Family businesses often have both ownership and management roles mixed up together. Why is it so important to separate these two aspects when planning for the future of a family business?

You know The Tax Man is watching. Don’t skimp out on legal advice if you find yourself making plans to pass down to future generations. 

When is comes to passing the CEO-torch and making tough decisions on compensation, an advisory board comes in handy. How do you see compensation impacting culture and growth?

Audio Mixing and Editing by www.verbell.ltd

The Boardroom Buzz: Grow, Sell, or Exit

Boardroom Buzz is the straight-talk playbook for owners who built their service businesses from the crawlspace up and want to master the next move—whether that’s doubling down on growth or preparing for a life-changing exit.

Hosted by Jason & Jeremy Julio—“The Blue-Collar Twins” who turned a service-truck start-up into a multimillion-dollar success—and mentored by veteran deal-maker Paul Giannamore, the show turns boardroom finance into stories you’d swap over a tailgate. Expect 40-minute deep-dives that unwrap one real transaction and one valuation lever you can pull today, plus quick “Market Pulse” riffs that flag shifts every operator should watch.

If you’re a majority or significant-minority owner eyeing the $5 M–$100 M revenue range, tune in for gritty war stories, step-by-step tactics, and the confidence to choose your own endgame. New episodes every Thursday. Presented by POTOMAC M&A.