“Estate planning for a business is not just about the sale. It is about the person, the family and what they actually want their work to mean.”
Most owners frame it as a simple financial question: keep the business or sell and move on. In reality, that decision sits on top of founder identity, the next generation’s appetite for stewardship and hard conversations that have been delayed for years. In this episode, Founder and CEO Matt McClintock and BHR Law Group Founder and Managing Partner Blaine Burch digs into those hidden drivers and shows how naming the different entrepreneurial styles in a family can turn succession from a last minute deal mechanic into a plan that actually reflects the people, culture and company involved.
ABOUT THE GUESTS
Matt McClintock brings over two decades of experience as an estate planning attorney. In 2024, he retired from the practice of law to focus fully on his work as a wealth strategist and co- founder of Bespoke Group, where he designs bespoke wealth systems for ultra-affluent families, helping them create order out of chaos.
With nearly a decade spent teaching estate planning law to attorneys nationwide, Matt is widely recognized for his ability to guide clients through the human and strategic dimensions of wealth with clarity, confidence, and discretion.
A pioneer in applying traditional legal frameworks to Bitcoin and digital-asset wealth, Matt’s work centers on sovereignty, privacy, and multigenerational planning for globally mobile families navigating an entirely new asset class.
Blaine Burch is the founder and the managing partner of BHR Law Group in Orange County, California, where he counsels business owners, professionals and philanthropists on income and estate tax issues in business succession planning, wealth management and charitable giving. Drawing on his own background in a multi-generational agri-business and prior roles as marketing director working with brands such as Nestlé, Nabisco and Conagra, he focuses on helping families organize, protect and transition closely held companies. Blaine has built deep experience across estate planning, asset protection and corporate formation at leading California firms before founding his own practice.
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Where to Listen
Take this show on the road and listen where you get your usual podcasts.