In this episode of Tycoons, Todd Jarvis joins the show to talk about the importance of estate planning and how that integrates with business consulting. Todd’s background in the sciences makes him uniquely qualified in understanding technology, systems, and automation. But it was his personality that led him to connect with clients and move away from being a transactional attorney to putting counselor and advisor back into the job description.
Todd uses the LIFT strategy (you have to tune in to learn what that means) to help identify holes in a foundation so he can build a plan to fill gaps and introduction strategic partners, all in an effort to make sure your business is strategically sound and geared towards moving forward. It’s important to build upon a strong foundation so that business owners have confidence as they grow. You’ll also learn about the difference between contingency vs succession planning and why it’s important to have both in place. This is a great episode full of valuable information for business owners.
