Presented By: Dave Specht, CFP®University of Nebraska-Lincoln

www.davespecht.com

www.davespecht.com

Who I amFarm Kid from San Diego, CAAttended Brigham Young University and did

a Masters Degree in Finance and Tax Planning

Lecturer in Family Business Management at UNL

Consultant to multi-generational family companies

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Looking through the lens of transition 1st Transition- High School basketball to

College2nd Transition- Missionary for Mormon

Church in Uruguay to normal college kid3rd Transition- Walk-on college basketball

player to husband, father and employee

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Business Owners as SuperheroesTreatment by the public and peers

Larger than lifeTreated like objects, not people with feelingsCan go from hero to villain quickly

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Introducing our SuperheroesCaptain Immortal

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Introducing our SuperheroesDr. Shhh

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Introducing our SuperheroesOblivious Man

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Introducing our SuperheroesMs. Reality

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Superhero ChallengesUnique abilities

sometimes leads to unique challenges

Understanding your tendencies

Finding a Support system

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SHAZAM!- Captain ImmortalRefuses to face

mortalityIdentity, power and

purpose are tied to the business they run

Struggle to make commitments to any meaningful planning

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KA-POW!- Dr. ShhhSlow to Trust Tough to

communicate withValues privacy over

almost anything

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SPLAT!- Oblivious ManFocuses on the nowDoesn’t recognize

the missed opportunities (networking, planning, etc.)

Has good intentions, just lacks big picture vision for his life

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ZOWIE!- Ms. RealityPerceived as uptightMisunderstood by

other business owners

Has a clear understanding of the importance of building a professional team

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Saving our SuperheroesHow can we save

them from themselves?

What tools are available?

Is there any hope?

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Saving Captain Immortal

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Rescuing Dr. Shhh

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Liberating Oblivious Man

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Joining Ms. Reality

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Conclusion

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