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Artwork for Legacy Blueprint: Plan It Forward

Legacy Blueprint: Plan It Forward

Mike Bascom
Estate Planning
Financial Planning
Wealth Management
Collaboration
Leadership
Legacy Planning
Tax Planning
Business Valuation
Taxes
National Parks
Financial Advisors
Probate
Market Multiples
Negotiation Strategies
Business Sales Process
Main Street Businesses
Wall Street Values
Emotional Aspects Of Selling

Concerned about ensuring your loved ones are well cared for? Dive into 'Legacy Blueprint: Plan It Forward' and turn those worries into action! Join host Mike Bascom, a seasoned estate planning attorney, as he collaborates with Georgia's top financial experts to bring you empowering insights and actionable strategies. Don't miss an episode—tune in weekly and start building a secure and thriving fut... more

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Artwork for Legacy Blueprint: Plan It Forward

Latest Episodes

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Alyson Burkett is a distinguished financial planner with a profound commitment to guiding families through the complexities of retirement, a dedication she has pursued since 2... more

Which AI tools are optimal for enhancing customer experience in the insurance industry?

David Kleinhandler, the visionary founder of Optofino, plays a pivotal role in transforming the insuretech industry with his innovative approach and over 35 year... more

What role do mentorship and community play in empowering women's financial independence?

Sarah Blankenship, with over a decade of experience in the financial services industry, is a leading advocate for women's financial empowerment and the COO of W... more

What role does due diligence play in facilitating a successful business sale?

Lee Henry, a distinguished business sales expert based in Georgia, combines his robust work ethic, rooted in his upbringing on a dairy farm, with a comprehensive understan... more

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Similar Podcasts

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The Daily
The DailyThe New York Times

Recent Guests

Sarah Blankenship
COO, Wilcox Financial Group; author and financial educator
Wilcox Financial Group; Powerhouse Money
Episode: Transformative Financial Empowerment through Community - with Sarah Blankenship
Lee Henry
Georgia-based business sales expert with experience in various trades and entrepreneurship
Golden Shield Business
Episode: Consolidations: Bringing Wall Street Values to Main Street Businesses - with Lee Henry

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Talking Points

Recent interactions between the hosts and their guests.

Consolidations: Bringing Wall Street Values to Main Street Businesses - with Lee Henry
Q: What do you mean by seller fatigue?
Seller fatigue is the exhaustion that comes from the lengthy and emotional sales process, where sellers get worn out by continuous questions and negotiations.
Consolidations: Bringing Wall Street Values to Main Street Businesses - with Lee Henry
Q: What is one of the key factors that set your approach apart from others in the industry?
Our laser-focused dedication to diligence and figuring out what the problems are with the business to drive multiples of value rather than just revenue or profit.
Consolidations: Bringing Wall Street Values to Main Street Businesses - with Lee Henry
Q: How does being a husband and father influence the way you think about Legacy and the clients you serve?
I want my kids to be able to take over a business without being trust fund babies, so I look at the business as a legacy for future generations.
Familial Support in Estate Planning: A Legacy Blueprint - with Brad Bascom
Q: What rule of thumb or piece of advice should they remember?
Mike advises that a plan works only if it's documented in writing.
Familial Support in Estate Planning: A Legacy Blueprint - with Brad Bascom
Q: Who is this podcast really for?
Mike indicates the podcast targets individuals who either have questions about estate planning or those looking to understand and develop a comprehensive plan for their family.

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1. The Daily

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Legacy Blueprint: Plan It Forward launched 2 months ago and published 6 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Legacy Blueprint: Plan It Forward?

Recent guests on Legacy Blueprint: Plan It Forward include:

1. Sarah Blankenship
2. Lee Henry

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