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Episode 25 – Planning for Your Business and Family Future



When operating a business, do you know when it’s time to start succession planning? How do you know that everyone in your family is being taken care of properly?

Today, Matt DiFrancesco is joined with Jim & Molly Creenan as they discuss the topic of what happens when it comes time to plan for the legacy of your business. The husband and wife duo speak about what they do for their clients at Creenan & Baczkowski when it comes time to plan for the future. 

In this episode, you will learn:

  • The story of Jim and Molly joining together in practice 
  • How to ensure that everyone in your family is taken care of  
  • Who the ideal clients of Creenan & Baczkowski are  
  • Creenan & Baczkowski’s 365 Counsel Plan  
  • And more!

Tune in to discover when you should take your first step toward succession planning and what you can expect when taking that first step! 

Resources: DiFrancesco Virtual Family Office | Matt DiFrancesco | Creenan & Baczkoeski | Jim Creenan | Molly Creenan | 365Counsel