Now that you have the correct "who" and the correct "what," you must make sure you can follow through on The Plan. The first issue all parties need to conclude is that "potholes and speed bumps" will occur. There will be business disruptions, only this time you are not steering the boat. But whether you like it or not, you still have an interest.
The business is still your baby and you want it to succeed.You need the payment from the buyout – to some degree. The Wealth Manager's work shows up here.
What does a Wealth Planner do?