Building a Successful Continuity Plan with Julee Yokoyama
Sep 05, 2023I hope you're ready for an enlightening conversation about planning and organizing your business, especially when it comes to preparing for your future or unexpected events.
What you’ll hear in this episode:
[0:50] Introduction to Julee
[2:54] What is succession and continuity planning?
[6:52] Creating and setting up a delegation playbook and how that works with succession and continuity planning.
[12:00] Creating an organization chart and discussing expenses.
[14:53] The importance of documentation.
[23:59] Does a solopreneur need to create a succession plan?
Connect with Julee:
Free Giveaway: https://www.projectcya.com/start
LinkedIn: https://www.linkedin.com/in/julee-yokoyama/
Instagram: https://www.instagram.com/juleeyokoyama/
Facebook: https://www.facebook.com/projectcya/
* Related episodes:
Profit First for Real Estate Investors with David Richter
How to Manage Rapid or Unexpected Growth
Resources:
Tactical Resources:
5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh
Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa
Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash
Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide
CFO Power Session: Text POWER to 860-609-6374
See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator
Additional Resources & Connect with Shannon:
Find everything you need at https://www.keepwhatyouearn.com
Questions about this episode? Text me! https://my.community.com/shannonweinsteincpa
Hire us: https://www.fitnancialsolutions.com/accounting
Find me on IG: https://www.instagram.com/shannonkweinstein/
Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
