In Episode 90 of the Financial Purpose Podcast, Dale Shafer wraps up the B.O.S.S. Method series with the final “S”—Succession. If you’re a business owner thinking about what comes next, this episode is your guide. Dale breaks down the emotional and strategic steps of succession planning, from defining your post-exit purpose to maximizing business value and creating a tax-efficient transition. Whether you’re two years or twenty years away from selling your business, this episode will help you start planning now—before it’s too late.

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