Compare the uniqueness and similarities among three case studies with business owners who also have blended families, each demonstrating the required timing, combining, and sequencing and the collaborative “team sport” nature in helping clients and their multiple families get their best outcomes.

• Concerns, goals, and financial blind spots for each of 3 different case studies
• Discussion and solutions for owners and family members in each case
• Comparison of what the families had in common and what was uniquely different
• Understand keys to success for working with business owners with blended families

(Purchase of this product will include a link to the video presentation, an audio presentation, and a pdf copy of the presentation.)

Presented by Kim “Mo” Mahoney and Joe Strazzeri, Esq.