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Don’t Drop the Baton

Guest: Sally Boyle, SJ Boyle Wealth Planning

Featured Topics: Family Business Succession Planning

Pass The Baton - Big Picture Advisors Podcast
This episode concentrates on the issues of family business succession planning. The dynamics and ‘choreography’ necessary to successfully “pass the baton” from one business generation to the next is generally a complex process. It requires a Big Picture approach that includes understanding family dynamics, business operations and most importantly recognizing that it takes time to get it right. There are so many pitfalls that can lead to the dropping the baton during the business succession transition.




Business Succession, Family Business, Exit Planning

The Big Picture (Episode Feature) Question

Have you created a ‘baton transfer’ scenario for your family business? If so, have you “practiced” it so that you can avoid dropping the baton?

Featured Guest Information

Sally Boyle
SJ Boyle Wealth Planning
Phone: 603.727.9097

Tip/Offer of the Week

Visualize a relay race. Place yourself and the next generation of ownership on the track where you think the ‘baton’ transfer should start and where it should end. Will you continue to run forward alongside the new baton holder (the next generation of ownership) for a while? For how long? Will you stop running immediately and let the new runner go forward without your assistance?

Worksheet of the Week

The Family Business Baton Track. Fill out the different items you feel are important to accomplish at the different points on the business succession race track.

Additional Reading/Links


Inadequate Estate/Financial Planning Blamed for Family Business Failures

The Amazing Matzo Stimulus


Every Family’s Business

Thomas William Deans


Business Exit Planning:  Options, Value Enhancement, and Transaction Management for 

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About the Host

Joel Goobich is a big-picture guy with sharp insight into how individual parts make a strong whole. He has 30+ years of entrepreneurial endeavors; starting, building and exiting businesses. He is tireless in the pursuit of solutions to boost your business and put you on a track to a profitable transition and exit to your next act.