Introducing On the Shoulders of Atlas Book
After a lifetime of success, Victor Banks faces his toughest challenge yet — what to do with Atlas? Victor has spent the last 40 years building his company into a thriving enterprise, but now it’s time to pass the reins to someone else. Who will carry on? Should he sell the company or keep it in the family?
Transitioning a family business is a daunting process that involves not only complex financial planning but also emotional issues and family dynamics — issues for which many business owners are untrained and unprepared.
This is the story of the Banks family and the independent advisors who work together to help the Banks solve their issues and figure out their future. You’ll learn how Victor:
* lays the groundwork for transition
* sells his business
* minimizes his taxes
* gets the deal done and makes it legal
* ensures wealth for the future
* manages family issues
Along the way, you’ll see how you, too, can prepare for a successful business transition.
About Susan Latremoille
Susan Latremoille
Susan spent over 35 years as a wealth advisor assisting clients to financially plan for their retirements. She saw a common thread among her clients. Having enough money to retire was only a piece of the retirement puzzle. It was the non-financial side that had the greatest impact on the predictability of a successful retirement. Susan is a Partner in Next Chapter Lifestyle Advisors.
Susan is a Certified SuccessFinder Practitioner. SuccessFinder is a powerful assessment that helps clients be clear about what motivates them and their lifestyle priorities.
Susan is a Family Enterprise Advisor, FEA, (Family Enterprise Exchange), and holds an Executive MBA. Susan is a former board member of Richardson Financial Group and holds her ICD.D designation (Institute of Corporate Directors). Susan is a certified Retirement Coach (CPRC). She is the author of The RichLife – Managing Wealth and Purpose, It’s Not Just about the Money – The Whole Life Approach to Wealth Management, co-author of On the Shoulders of Atlas- a Story about Transitioning a Family Owned Business and co-author – Thriving Throughout Your Retirement Transition.
