What if boosting your team's financial know-how could also boost your business's success? That's the crux of today's episode, as we explore the power of workplace financial education.

Join Steve Burton and guest James Blanton, a specialist in financial education and the brain behind "PemLife," as they uncover why a financially savvy workforce is critical. Learn about the "Personal Economic Model," an engaging tool for educating employees about money management—its colleges are already embracing. Discover how financial literacy can reduce stress and turnover, creating a more stable and productive work environment.

Steve and James discuss:

• (00:01:53) The importance of financial education in the workplace

• (00:03:14) The groundbreaking "Personal Economic Model" and its impact

• (00:05:43) How financial knowledge reduces stress and stabilizes teams

• (00:14:48) Simple steps to integrate financial education in your company

Resources:

• Unlock your business’s potential with our free Scale to Sell self-assessment.

• Book your free discovery call with us today!

• Mission One Million by Merle Gilley and Steve Burton

Connect with Our Team:

• Website: Scale to Sell

• info@scaletosell.com

• LinkedIn: Scale to Sell

• Facebook: Scale to Sell

• YouTube: Scale to Sell

• Instagram: Scale to Sell

Connect with Adam Burton and Steve Burton:

• LinkedIn: Adam Burton

• LinkedIn: Steve Burton

Connect James Blanton:

• Personal Economic Model: PemLife

• James Blanton: Linkedin

About Our Guest:

James Blanton is the Managing Director and Co-Founder of PEM LIFE, an organization committed to enhancing financial education through innovative, visual learning tools and practical curriculum design. Together with Don Blanton (no familial relation), he co-created Personal Finance Illustrated®, which incorporates the Personal Economic Model®—a powerful visual framework that simplifies complex financial topics and empowers individuals to make informed decisions.

Blanton’s mission is to help people better understand how to balance current lifestyle desires with future financial needs. His work emphasizes efficiency, clarity, and the importance of education in long-term financial success. PEM LIFE’s resources are now being used by educators across the country to improve financial literacy in classrooms and communities alike.

Summary:
What’s your plan for life after selling your business? Even if you’re not ready to exit, giving this some thought could save you a lot of trouble down the road.

Episode 37 of the Scale to Sell podcast with Adam and Steve Burton unpacks what comes after selling a business and why planning for it is crucial. With 70% of business owners feeling unsatisfied a year after selling, it’s vital to prepare not just financially, but personally too. They discuss avoiding the dreaded post-sale unfulfillment and offer insights into creating a fulfilling new chapter of your life.

Adam and Steve discuss:

• (00:03:20) The emotional rollercoaster of selling

• (00:06:45) Planning your post-sale life activities

• (00:10:12) Financial readiness and income strategies post-exit

• (00:15:00) Reinvesting and legacy planning

Resources:

• Unlock your business’s potential with our free Scale to Sell self-assessment

• Book your free discovery call with us today!

• Mission One Million by Merle Gilley and Steve Burton

• Epidose 36: 4 Considerations BEFORE You Do an Internal Transfer of Your Business

Connect with Our Team:

• Website: Scale to Sell

• info@scaletosell.com

• LinkedIn: Scale to Sell

• Facebook: Scale to Sell

• YouTube: Scale to Sell

• Instagram: Scale to Sell

Connect with Adam Burton and Steve Burton:

• LinkedIn: Adam Burton

• LinkedIn: Steve Burton

What does it take to pass down your business to the next generation successfully?

Join Adam and Steve Burton on this episode of Scale to Sell as they break down the tricky process of internal business transfers. Whether it's grooming your child to take over the family business or handing it off to a key employee, there's a lot more to consider than you might think.

Adam and Steve Burton discuss:

• (01:45) Finding a qualified and genuinely interested successor

• (05:32) Ensuring your successor truly desires the role and is prepared for the responsibilities

• (10:48) Structuring your compensation plan to mitigate risks and secure your financial future

• (16:17) Crafting a seamless transition strategy for continued business success

Do you know if your internal transfer plan is foolproof? Tune in to find out and gain insights on structuring a smooth transition. Plus, learn how you can shield your legacy and safeguard your financial security during the process.

Resources:

• Episode 5: Internal v. External Sale - Part 1

• Episode 6: Internal v. External Sale - Part 2

Connect with Our Team:

• Website: Scale to Sell

• info@scaletosell.com

• LinkedIn: Scale to Sell

• Facebook: Scale to Sell

• YouTube: Scale to Sell

• Instagram: Scale to Sell

Connect with Adam Burton and Steve Burton:

• LinkedIn: Adam Burton

• LinkedIn: Steve Burton