Business continuity doesn’t happen by chance—it happens through planning.

In this episode of The Balance Sheet, Nick Brown is joined by Matt Veatch, Head of Corporate & Business Solutions at Lion Street, to discuss the strategies business owners need to protect their companies, retain key executives, and prepare for successful succession. From buy-sell agreements to executive benefits and risk protection, they explore practical planning concepts that can help preserve both business value and long-term legacy.

Disclosure: Any numbers, examples, illustrations, projections, or return assumptions discussed in this episode are hypothetical and are provided for educational purposes only. They are not intended to represent the actual performance of any specific investment, strategy, insurance product, business, or client situation, and they should not be relied upon as a prediction or guarantee of future results. Actual outcomes will vary based on market conditions, tax treatment, fees and expenses, product terms, underwriting, individual circumstances, and other factors. Past performance, hypothetical performance, projected results, or illustrative examples do not guarantee future returns or outcomes. Listeners should consult with their financial, legal, tax, and insurance professionals before implementing any strategy discussed.