S3E11: Key Considerations for Your Business Exit Plan – The Brain Behind

As the leading fee-only wealth advisory firm in Asia, our Founder and CEO, Christopher’s Business Times article discusses the critical mistake that business owners often make, when they do not integrate their business with their personal wealth planning.

In this week’s Money Wisdom episode, our co-host Amelia, from the Brand Experience team, sits down with Chris to explore the emotional aspects and his thoughts beyond what was written in the article on the topic of Business Exit Planning. Chris shared the importance on how business owners need to foster a culture that prepares their team for leadership transition. The conversation became deeply personal as it concluded with Chris sharing his heartfelt thoughts on his own business exit plan as CEO of Providend.

You may also enjoy the video version of this podcast here:

You can find Chris’ article in The Business Times on this topic here.

Through deep conversations with our advisers, you will gain clarity on what matters most in life and what needs to be done to live a good life, both financially and non-financially. This includes plans for your business exit & succession and your retirement. Learn more about our business exit and succession planning philosophy here.

Stay tuned for our next podcast episode, where we will be jumping into part 5 of our mini-series: “The Story of Our Clients’ Wealth Journey”.

Music courtesy of ItsWatR.

The host of this episode, Amelia Wong, is the Senior Content & Digital Marketing Executive at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.

The full list of Providend’s Money Wisdom podcast episodes from Season 3 can be found here.

*Providend is very excited to share that we are now ready to extend our service offerings to the younger accumulators who are looking for holistic, independent, conflict-free wealth advice!

For this group of younger accumulators, we know that it is not easy to make retirement planning a priority when other financial goals – buying a first home, for example, or saving for a child’s education – appear more pressing. Learn how we can help here.

Let us assist you in taking care of your financial concerns so you can focus on what matters to you. If you would like an honest opinion on your current financial/retirement plan, insurance portfolio, investment approach and/or estate plan, make an appointment with us today.

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