Capitaliz Insights - Joe Scheid

Listen as LAN member Joe W. Scheid, AIF®, CEPA®, CFBS®, CLTC®, Managing Partner of Legacy Advisors Arizona, LLC, talks with Capitaliz's Craig West about how LAN advisors work with business owners to strategically and collaboratively plan for succession, exit and business continuity. Joe shares how he recognized the need for Exit Planning in the market and his involvement with the Legacy Advisors Network. The discussion also covers the LAN's growth and plans for the future, including their partnership with Capitaliz.

Craig and Joe highlight the importance of strategic partnerships in the succession, exit, and continuity planning space, emphasizing the significance of collaboration between advisors. The episode explores building strategic partnerships in the exit planning industry, risk areas when working with business owners, and LAN's process in growing their network.