Wealth Insights

Selling vs. succession

When planning for retirement, should you sell your business or pass it on?

Episode 01 - Regions Wealth Podcast Series

According to the U.S. Census Bureau, about 90 percent of American businesses are family-owned or controlled. What happens when the owners of those businesses want to retire? It’s the biggest question for any business owner: When you’re planning for retirement, should you pass your business on, or should you sell it? And if you pass it on, who should receive it? Wealth Planning Executive Bryan Koepp joins us to discuss what factors business owners need to consider before selling their business or creating a succession plan. (15:16)

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Meet the Speaker

Bryan Koepp is Wealth Planning Executive for Regions Private Wealth Management in the East. Bryan’s experience includes business succession and M&A planning, as well as advanced estate and trust planning. He brings to the team more than 20 years of wealth management experience, the past four with Regions. In addition to earning his law degree, Bryan is also a CERTIFIED FINANCIAL PLANNER™ practitioner and a registered Trust & Estate practitioner with the Society of Trust and Estate Practitioners for international planning. Want to find an advisor like Bryan? Contact a Wealth Advisor today.

Listen to More in Our Podcast Series

Our Regions Wealth Podcast empowers you to be smart about life's financial challenges. Gain confidence in your personal or business financial strategy. Listen to more episodes to hear how experienced wealth advisors approach the big financial questions we all face.

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