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The 4D's & 3 What's of Business Succession Planning (EP 4) S2

Finish Big 2.0 w/ Mark Dorman

Release Date: 03/03/2025

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More Episodes

What are some of the most common pitfalls family business owners face when planning for "The Four D’s," and how can they proactively address them?

In this episode of the Finish Big Podcast, Mark Dorman sits down with James Aussem, a distinguished attorney specialising in succession planning, mergers, and acquisitions. Together, they explore the challenges of planning for “The Four D’s”—Death, Disability, Departure, and Discord—and share actionable strategies for family businesses to navigate transitions successfully.

James discusses his journey from a tax attorney at Ernst & Ernst to a career dedicated to helping entrepreneurs and family business owners. He provides insights into why closely held family businesses require unique planning approaches, touching on key considerations like ownership requirements, business sustainability, and equity among family members.

Mark and James discuss:

  • Death, Disability, Departure, and Discord – The essential planning considerations for business owners.
  • The Three W’s for Family Businesses:
  • What do current owners need?
  • What can the business afford?
  • What is fair for all stakeholders?
  • Mistakes to Avoid in Succession Planning – How miscommunication and lack of planning can lead to failure.
  • Baby Boomer Business Transitions – Advice for the wave of retiring entrepreneurs

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Connect with James Aussem:

About Our Guest:

James Aussem is a seasoned attorney and shareholder at Cavitch, Farmelo, and Durkin Co., L.P., specialising in succession planning, mergers and acquisitions, and estate management. With over 40 years of experience, he’s a trusted advisor to family businesses, simplifying complex legal issues to deliver practical solutions.

A Hall of Fame inductee by the National Association of Estate Planners & Councils, Jim is also recognised annually as one of The Best Lawyers in America. Known for his entrepreneurial mindset, Jim is dedicated to helping business owners plan for success and longevity.