Josh Jalinski, The Financial Quarterback, is joined by Mackey McNeill. Mackey is CEO and President of MACKEY, a Cincinnati-based firm offering family-owned businesses an invaluable and innovative combination of coaching and CFO-level financial expertise to increase their chances of a successful succession. She helps small businesses and families transfer wealth through generations. Mackey is a CPA/PFS and an RIA. She’s also an author of multiple books covering finance including her latest, The Prosperity Playbook: A Proven Formula for Strategic, Profitable Family Business Succession, which discusses turning a family-owned business over to the next generation and preserving wealth through generations. In this segment, Mackey shares with Josh, some steps business owners can take to be prepared for when they’re ready to sell their business. Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.

Listen to Part 1 on Spotify
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Listen to Part 3 on Spotify
Listen to Part 4 on Spotify