business owner

Episode 14 Transcript: The Secret to Cultivating a Business-Friendly Community

Brett Fellows Eric DeMoura, I am excited to have you on today. Eric DeMoura Thank you, Brett. It’s a pleasure for me to be with you. Brett Fellows Well, to give a little preamble. So, everybody knows you are not a business owner, but I thought you’d be very unique to have a conversation with

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Episode 2 Transcript: The Key To Building Real Wealth

Welcome to The Charleston Entrepreneur Podcast, where you go behind the scenes with financial planner and business exit planner Brett Fellows to hear stories of how leading Charleston entrepreneurs navigate the inevitable challenges that arise on the path to financial freedom and get insights from real business owners about how to break through to the

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The Seven Step Exit Planning Process

Seven Step Exit Planning Process

There is a “recipe” for creating a successful intergenerational transfer. It isn’t the only recipe that works, but because it depends on six carefully chosen ingredients, its chances for successful completion are greater than others. If any of the following six ingredients is compromised, or worse still, missing, the result will change. Ingredient 1: Parents must

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