This conversation highlights how a business transition can be one of the most defining moments in an owner’s life — and how families can use it to clarify priorities, understand their future balance sheet, and plan with intention. It explores the value of coordinated estate, tax, philanthropic, and financial strategies, as well as the importance of envisioning life after the business to make confident, informed decisions. The discussion offers practical insights into how owners can gain clarity, avoid missteps, and move forward with purpose during a pivotal chapter.