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Description

James “Jim” Lanter is an attorney-at-law. He serves as an advocate, advisor, and counselor for small to midsize businesses. With over 35 years of experience, Jim has handled matters concerning commercial litigation, trying arbitrations, and lawsuits from a state and federal level. Jim helps business owners protect their assets and companies, especially in preparation for events that may ignite conflicts in ownership and management. 

 

Jim joins me today to discuss how business owners should prepare when something goes wrong with their company. He explains the importance of legally setting up your company and why multi-partner businesses are more complex than solo businesses regarding deaths. He shares his thoughts on life insurance, disability provisions, and buy-sell agreements. Jim also describes the need for your data to be protected, especially from competitors.

 

"The biggest risk is not setting up your company legally to protect your personal assets." - Jim Lanter

 

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About Rob Schulz and P&L: Priorities & Lifestyle Podcast

 

The P&L: Priorities & Lifestyle Podcast is a show for business owners. In each episode, host and financial planner Rob Schulz sits down with business owners and the professionals that serve them to talk about business building, life, money — and the all-important transition out of the business, which inevitably happens to everyone who has ever founded a company. 

 

Email Rob at rob.schulz@schulzwealth.com with questions, comments, and to schedule a one-on-one conversation. 

 

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Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle

 

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