Manage episode 521223980 series 3569999
In this solo episode, Eunicia Peret shares powerful insights from a recent panel event with seasoned experts across multiple industries—from HR to wealth strategy, investment banking to manufacturing. With decades of experience represented in the room, the recurring themes were clear: solving big problems is the path to bigger impact, building the right team is non-negotiable, and estate planning isn’t just about the future—it’s about being intentional today. Eunicia unpacks what it truly takes to scale a business beyond local borders, how to collaborate effectively with internal and external experts, and why your personal legacy should be part of your strategic planning right now.
Key Takeaways:
Solving big problems creates big demand: The more complex the issue you address, the more you’re worth to your clients
Depth of expertise matters: Scaling requires true mastery of your core offering—especially across markets
Leverage strategic partnerships: Collaborate across your industry to deliver more value without doing it all yourself
Your internal team determines your ceiling: The people who got you here may not be the ones to take you further
Elevate the experts around you: Your external advisors should be aligned, collaborative, and growth-focused
Minimize tax while protecting access to capital: Great strategy balances risk, returns, and visibility to investors
Estate planning is more than paperwork: It’s about long-term protection, tax efficiency, and generational legacy
Personal and business protection go hand in hand: Risk mitigation must include both sides of your financial life
Legacy starts now: Whether you sell, pass on, or scale your business—your future impact starts with today’s choices
Timeline Summary:
[00:00:00] Introduction and panel insights from seasoned business owners
[00:01:00] Why business growth depends on solving high-value problems
[00:02:00] The importance of deep expertise and cultural understanding
[00:03:00] Strategic partnerships and breaking the scarcity mindset
[00:05:00] Building an internal team aligned with your next-level vision
[00:06:00] Knowing when your current team needs to evolve
[00:07:00] The value of a high-caliber external advisory team
[00:09:00] Gaps in communication and collaboration across industries
[00:10:00] Estate planning beyond the will: tax, legacy, and protection
[00:11:00] Exit strategy planning and how it affects future generations
[00:12:00] Liability awareness across personal and business dimensions
[00:13:00] Preserving legacy through intentional transitions
[00:14:00] Summary: Three big takeaways for business owners
[00:15:00] Invitation for listeners to share what they’re focused on
109 episodes