Episode 287: The Multi-Million Dollar Question: Is Your Estate Plan Ready?

In this episode, Dan and Donnie break down why estate planning matters for pest and lawn business owners. With successful pest control companies potentially valued at 10 to 14 times EBITDA, the business can create a significant estate—and significant tax and succession challenges. The conversation covers federal estate tax exemptions, gifting strategies, revocable and irrevocable trusts, asset protection, probate, and ways business owners can structure their estates to protect their families and preserve the value they've worked so hard to create.

Hosts:Dan Gordon, PCO Bookkeepers & M&A Specialists: https://pcobookkeepers.com/Donnie Shelton, Triangle Home Services: https://trianglehomeservices.com/Sponsors:Coalmarch: https://www.coalmarch.com/podcastPestSure: https://www.pestsure.com/Voice for Pest: https://www.voiceforpest.com/podcastForshaw: https://www.forshaw.com/

PestPac by WorkWave: https://www.pestpac.com/pmpindustryinsiders

Peer Groups:https://www.pmpindustryinsider.com/peergroups

Insiders Conference:

https://www.pmpindustryinsider.com/conference