Estate Planning with David Edey | Ep. 83

Jan 6, 202235 min

Tiffany invites CEA (Certified Executor Advisor), David Edey on the podcast to talk all things estate planning. David discusses his book, Executor Help, and how his own personal experience inspired him to start helping others with the often stressful process of estate planning and settling. About Our Guest David Edey is a Certified Executor Advisor (CEA) who has worked in the financial planning industry in Montreal for more than 35 years. He has advised hundreds of clients, written over 200 articles about personal finance, and shared his expertise on radio and television myriad times. David is not just an expert; he is someone who knows this topic inside and out from personal experience, having spent seven years and $50,000 in lawyer fees to come to an agreement with siblings over his parents’ estate. And that was with a written will! The grief, frustration, and stress of that experience was life-altering for him. David was determined to write his book, Executor Help, in order to help others successfully navigate the difficult tasks of estate planning and executorship—so that other families could stay together, rather than fall apart. Connect with David Website: https://www.davidedey.com Twitter: @DavidEEdey Facebook: https://www.facebook.com/prepareyourexecutorprotectyourfamily Connect with Tiffany on Social Media Facebook: Money Talk With Tiff Twitter: @moneytalkwitht Instagram: @moneytalkwitht LinkedIn: Tiffany Grant This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

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How to Plan Ahead for Your Exit & Protect Your Business Value | Ep. 277

Nov 7, 202310 min

Exiting your business smoothly takes savvy planning, but few entrepreneurs do it. After a consultation with QuietLight, Tiffany confronts this urgent but overlooked need. She shares expert insights on protecting value, enabling leadership transitions, depersonalizing assets, and maximizing sales price. If you want to future-proof your company for any scenario, don't miss Tiffany's straight talk on crafting your own exit strategy. This episode will start you thinking now before it's too late. Every Tuesday, Tiffany answers one of your submitted questions. To submit a question for an upcoming episode, visit here: https://www.moneytalkwitht.com/asktiffany Connect With Tiffany Website: https://moneytalkwitht.com Facebook: Money Talk With Tiff (https://www.facebook.com/moneytalkwithT/) Twitter: @moneytalkwitht (https://twitter.com/moneytalkwitht) Instagram: @moneytalkwitht LinkedIn: Tiffany Grant Additional Links & Resources Need life insurance for your business partner or yourself? Acquania has you covered! Book a time to meet with her and discuss your needs. Ready to chat with QuietLight about your business? Ask for Elaine Eason. She was phenomenal! For more small business resources: https://moneytalkwitht.com/small-business/ This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

exit strategybusiness valuationQuietLight

Why You Should Plan Your Business Exit Now with Adam Koos | Ep. 366

Jan 30, 202517 min

In this episode of Money Talk With Tiff, Tiffany Grant is joined by Adam Koos to discuss the often overlooked topic of exit planning for business owners. Adam emphasizes the importance of preparing for the eventual transition of one's business, whether that means selling it, passing it to a family member, or another form of exit. Adam shares that one of the biggest mistakes business owners make is starting too late on their exit strategy. He dives deep into what exit planning entails, how business owners can begin thinking about it regardless of where they are in their business journey, and the critical steps to take. From succession planning, valuation of the company, preparing for potential unplanned events such as illness or disability, to ensuring the business is scalable and attractive to potential buyers, Adam covers key elements that need attention. Through actionable insights and real-world examples, Adam shares why and how business owners should start planning their exit strategy today to maximize the future value and ensure a seamless transition. Check out the full show notes: https://moneytalkwitht.com/podcast-show-notes/business-exit-planning/ Takeaways Exit planning is crucial for business owners, yet many start the process too late. Most entrepreneurs neglect exit planning because they're too focused on daily operations. Starting exit planning early can significantly increase a business's market value and reduce risks. Succession planning ensures that your business can thrive even in your absence or unexpected events. 80% of businesses never sell, highlighting the importance of a solid exit strategy. The earlier you plan for exiting your business, the more options and value you'll have. Resources Mentioned elevateandexit.com (https://elevateandexit.com) moneytalkwitht.com (https://moneytalkwitht.com) libertaswealth.com (https://libertaswealth.com) For continued insights on financial strategies and business tips, tune in every Thursday for a new episode of Money Talk With Tiff. Connect with Tiffany Grant on all social media platforms @MoneyTalkWithT. Support this Podcast (https://moneytalkwitht.com/donate) Copyright 2025 Tiffany Grant This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

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Succession Planning

Estate Planning with David Edey | Ep. 83

How to Plan Ahead for Your Exit & Protect Your Business Value | Ep. 277

Why You Should Plan Your Business Exit Now with Adam Koos | Ep. 366

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