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Did you know that fly fishing and owning a business share many similarities?

In part two of his five-part series, Tim is back to explain how business owners can prepare to “enter the river” and successfully navigate the next steps in their business exit strategy.

In this episode, you’ll learn:

• How Tim helps clients look downstream to prepare their businesses for an exit down the road
• At what point business owners are ready to “enter the river” (and what that entails)
• Tim’s recommendations for one of his current clients—a management team that is buying a family-owned business
• Why Tim recommends that every small business have a chief financial officer
• The importance of being adaptable during the planning process
• And much more!

Tune in now to learn a new way to think about exiting your business!

Resources:  HighTower Great Lakes | Looking Downstream: Part 1

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Fly fishing and generational wealth planning have more in common than one might think, according to Tim Scannell.

In part one of his five-part series, Tim explains why he encourages clients to “look downstream” to create generational financial plans that build wealth far into the future.

In this episode, you will learn:

• Why Tim strategically helps clients focus on their long-term planning in finance
• About the importance of building the right team to execute the client’s goals, rather than defaulting to the team that’s been around the longest
• About Tim’s experience with building a standout team (both internally with staff and externally with buyers) and the difference it makes in the long-term
• And much more!

Join Tim for part one of this miniseries and don’t forget to look for the next episode!

Resources:  HighTower Great Lakes

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In this premiere episode, you’ll meet Tim Scannell, the managing director and partner at High Tower Great Lakes Wealth Management. Tim is a Chartered Professional Accountant and a CERTIFIED FINANCIAL PLANNER™ professional.

Tim works with entrepreneurs and business professionals to proactively plan for their financial futures. He helps his clients set financial goals that launch them on the path to success.

In this episode, you will learn:

• Why Tim chooses to work mostly with family-owned businesses
• How High Tower Great Lakes Wealth Management remains active in the community
• The importance of “transition points” in building lifelong wealth
• Who Tim Scannell is and why he does what he does
• And more!

Tune in now and get to know Tim Scannell in this debut episode of The Wealth Stream podcast!

Resources: HighTower Great Lakes