Dawn talks with Melissa Hoyer, a CERTIFIED FINANCIAL PLANNER™ and a Life/Wealth Coach at The Wealth Conservancy, a company that works with inheritors who have complex financial circumstances and are fed up with being overwhelmed or unsure of what they actually have. Her mission is to empower clients to manage their wealth wisely in a way that matters most to them. Dawn and Melissa talk about the critical importance of planning for succession, the emotional and financial impact of business inheritance, and how thoughtful estate planning goes beyond simply writing a will.
In this episode…
Who is Melissa Hoyer and whom does she serve? (0:47)
Planning for Business Succession (0:18)
Understanding Inheritances and Estate Planning (2:09)
Preparing for a Smooth Transition (3:18)
The Importance of Early Planning (9:05)
Challenges of Inheriting a Business (13:19)
Empowering the Next Generation (19:36)
Conclusion and Contact Information (23:59)
Melissa Hoyer’s Information.
LinkedIn: https://www.linkedin.com/in/melissahoyer/
Thanks for listening. If you liked what you heard and want more, please visit and subscribe:
Subscribe to our Youtube Channel: https://youtube.com/@dawnkkennedyxo?si=DcRcjv7H0KN5_vFP
Follow us on Instagram https://www.instagram.com/dawnkkennedyxo
Follow us in Tiktok: https://tiktok.com/dawnkkennedy
For weekly in-depth articles, tips, and strategies: https://getinweredoingbusiness.substack.com
Dawn’s Website: https://dawnkkennedy.com/
Links and Freebies: https://dawnkkennedy.com/resources
Order Dawn’s book, The Profit Accelerator for Small Business ...
