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The Founder's Guide to Business Succession: Making It Last When You Leave Paperback – July 5, 2016
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About the Author
Adam Broughton is a CERTIFIED FINANCIAL PLANNER(tm) Professional, author and sought after speaker on topics such as business transition planning, tax efficient income strategies, family wealth management and deploying philanthropy as a tool for increasing family cohesion, creating impact and training the next generation to manage wealth effectively. Adam is the founder and lead advisor for Planning Better Lives, a wealth management firm headquartered in Austin, TX. His practice is focused on helping business owners exit their business with precision, protect its value and make it last when they leave. He founded Planning Better Lives with a vision for a wealth management firm that would engage with clients around their most important life concerns and legacy goals rather than simply focusing on accumulating assets. The firm’s slogan “Wealth Management That’s About More Than Money” refers to its foundational tenet that true wealth extends beyond numbers on a balance sheet to encompass each person’s financial, relational, intellectual and spiritual resources.