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Podcast: Systems Simplified
Episode: Executing the Business Succession and Transfer Process With Donald Bielen
Description: Donald Bielen is the Managing Director of Capital Eleven Advisors, an investment firm specializing in private equity, early-stage venture capital, and real estate development. As a Certified Financial Planner (CFP), he specializes in ownership transitions, business successions, and wealth management planning. Donald has advised over 200 business transactions and succession plans for entrepreneurs across the US. In this episode: Entrepreneurs who grew up in a family business form their identities around it. So when approaching retirement, they often delay the transfer and succession process. Additionally, these business owners struggle to establish their end goals for the...