Transitioning your business isn’t something that happens overnight — it takes thoughtful planning to make sure everything goes smoothly. In this special episode of The Unshakeables, Ben sits with Adam Frank, Head of Wealth Planning and Advice, at JPMorgan Chase as they break down the steps every business owner should take to prepare for the future, whether passing a business on to a family member, a partner, or selling to a third party. Ben and Adam discuss the importance of setting up a solid succession plan while also managing the financial, legal, and emotional side of transition.

Transitioning your business isn&rsquo;t something that happens overnight &mdash; it takes thoughtful planning to make sure everything goes smoothly. In this special episode of&nbsp;The Unshakeables, Ben sits with Adam Frank, Head of Wealth Planning and Advice, at JPMorgan Chase as they break down the steps every business owner should take to prepare for the future, whether passing a business on to a family member, a partner, or selling to a third party. Ben and Adam discuss the importance of setting up a solid succession plan while also managing the financial, legal, and emotional side of transition.

The Unshakeables podcast dives into inspiring stories from real small business owners across America who power their communities every day. Join Ben Walter, CEO of Chase for Business, and co-host Kathleen Griffith as they hear from guests who share their make-or-break moments that changed everything. Produced in collaboration with iHeartMedia's Ruby Studio, The Unshakeables has won multiple awards, including Gold at the 2025 Signal Awards. The speakers’ opinions belong to them and may differ from opinions of J.P. Morgan Chase & Co. and its affiliates. Views presented on this podcast are those of the speakers; they are as of the podcast release date and they may not materialize. JPMorgan Chase Bank, N.A. Member FDIC. ©2026 JPMorgan Chase & Co.

The Unshakeables podcast dives into inspiring stories from real small business owners across America who power their communities every day. Join Ben Walter, CEO of Chase for Business, and co-host Kathleen Griffith as they hear from guests who share their make-or-break moments that changed everything. Produced in collaboration with iHeartMedia's Ruby Studio, The Unshakeables has won multiple awards, including Gold at the 2025 Signal Awards. The speakers&rsquo; opinions belong to them and may differ from opinions of J.P. Morgan Chase &amp; Co. and its affiliates. Views presented on this podcast are those of the speakers; they are as of the podcast release date and they may not materialize. JPMorgan Chase Bank, N.A. Member FDIC. &copy;2026 JPMorgan Chase &amp; Co.

The Unshakeables

Succession Planning for Small Businesses: Special Topic

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