Succession Planning – WealthPoint

What Sets Us Apart
- Know your story.®
  
  Discover a decision-making process that helps you plan the same way you think.
  
  Instinct Verification™
  
  See the upside and downside of any decision before you make it.
  
  Still Wisdom™
  
  Get back to the instinctual decision-making you know and trust.
  
  The Pulse of Progress™
  
  Replace complexity with leadership knowing the minutia is managed in the background.
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pen sitting on a note about estate planning

Want Drama? Don’t Prepare for Estate Taxes

By Michael KennethEstate Tax, Know your story, Legacy Planning, Succession Planning

Want Drama? Don't Prepare for Estate Taxes By Tim Young & Michael Kenneth There’s something out there. Something looming. You can’t quite put your finger on it. But the air...

September 18, 2023

The Care and Feeding of Employees During a Transition

By Michael KennethBusiness Planning, Exit Planning, Know your story, Leadership, Succession Planning

Employee engagement and communications are core cultural assets By Tim Young & Michael Kenneth Transitions can be tough for employees. But they don’t have to be. Whether it’s an outright...

June 27, 2023

person lighting 4 100 dollar bills on fire

What’s Your Business Worth?

By Michael KennethBusiness Planning, Business Sale, Know your story, Succession Planning

What’s Your Business Worth? Really? Will it be enough to meet your needs post-exit? How do you know? By Tim Young & Michael Kenneth As humans, it would seem that...

April 26, 2023

https://wealthpoint.net/wp-content/uploads/2023/03/LinkedIn-Image-1024x683.jpg conference room in a large building

Business Advisors Actually Do What They Propose

By Michael KennethBusiness Planning, Collaboration, Know your story, Succession Planning

Business Advisors Actually Do What They Propose A look at the difference between business advisors and management consultants By Tim Young & Michael Kenneth Way back in the 2000s, global...

March 28, 2023

Epiphany! You’re Managing an Asset, Not Running a Business

By Michael KennethBusiness Planning, Business Sale, Collaboration, Know your story, Succession Planning

Epiphany! You’re Managing an Asset, Not Running a Business By Tim Young and Michael Kenneth We’ve all had those moments—those epiphanies—when seemingly out of the blue something becomes crystal clear....

February 22, 2023

Exit Planning Is Too Important to Be a New Year’s Resolution

By Michael KennethBusiness Planning, Collaboration, Exit Planning, Family Business, Know your story, Succession Planning

Exit Planning Is Too Important to Be a New Year’s Resolution Make it a Strategic Priority; Use an Experienced Exit Planner to Get It Done By Tim Young and Michael...

January 20, 2023

king knocking over another king during chess

Strategic Planning as a Concept & Practice

By Michael KennethBusiness Planning, Collaboration, Exit Planning, Family Business, Know your story, Succession Planning

Strategic Planning as a Concept & Practice What does Strategic Planning really mean? By Frank Caputo Strategic Planning as a concept and practice, has been evaluated and discussed from many...

January 10, 2023

Want to Get Out Someday? Get All In Today

By Michael KennethBusiness Planning, Collaboration, Exit Planning, Family Business, Know your story, Succession Planning

Want to Get Out Someday? Get All In Today Plan for your exit as if your business is for sale now By Michael Kenneth When it’s time to sell the...

November 14, 2022

Remove the Blinders: The Value of Collaboration Amongst Trusted Advisors in Succession Planning

By Michael KennethBusiness Planning, Collaboration, Family Business, Know your story, Succession Planning

Remove the Blinders: The Value of Collaboration Amongst Trusted Advisors in Succession Planning By Joe Liggett If you have seen a horse wearing blinders, you may be wondering why some...

October 31, 2022

There is More to an Exit Strategy than Spaghetti Carbonara

By Michael KennethBusiness Planning, Collaboration, Family Business, Know your story, Succession Planning

There is More to an Exit Strategy than Spaghetti Carbonara There are a host of business exit strategies and options; asking key stakeholders the right questions leads to the...

October 12, 2022

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What Sets Us Apart

Know your story

Still Wisdom

Instinct Verification

The Pulse of Progress

Our Practice

Insurance Advisory Services

Business Advisory Services

M&A Advisory Services

Our Story

Insights

Our Practice
Insurance Advisory Services
Business Advisory Services
M&A Advisory Services

Insights
Blog
News
Events
Thought Leadership

Securities offered through Kestra Investment Services, Member FINRA/SIPC (Kestra IS). Investment advisory services may be offered through Kestra Advisory Services (Kestra AS), an affiliate of Kestra IS. WealthPoint, LLC is a member firm of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with WealthPoint, LLC or PartnersFinancial. Not all products and services referenced on this site are available in every state or through every representative listed. For additional information please contact Kestra IS compliance at 737-443-2483. Kestra IS and Kestra AS are not Certified Public Accounting firms. Investor Disclosure Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. Social Media Disclosure link here. Privace Policy link here. WealthPoint, LLC is independently owned and operated. WealthPoint, LLC and its agents are presently licensed to sell traditional life insurance in AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, ME, MD, MA, MI, MN, MS, MO, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WV, WI, and WY. Insurance services are limited to residents of the above listed states. Information relating to securities is intended for use by individuals residing in AL, AK, AZ, AR, CA, CO, DE, DC, FL, GA, ID, IL, IN, KS, ME, MD, MA, MI, MN, MS, MO, NE, NV, NJ, NM, NY, NC, OH, OK, PA, SC, SD, TX, UT, VA, WA, WV, WI, and WY. Life insurance services are provided through WealthPoint, LLC DBA WealthPoint Insurance Solutions, CA Insurance License #0N03255. This site is not intended as an offer to sell securities, which may be done only after proper delivery of a prospectus and a client suitability review. The following trademarks are owned by WealthPoint, LLC; WealthPoint®, Know your story.®, Still Wisdom™, Instinct Verification™, The Pulse of Progress™, IV™, Singular Story™.