The #1 Obstacle to Successful Internal Succession or Selling Your Business Whether you are preparing to prepare to plan, planning has started, or you are in negotiations for a succession event- [...]

  Courageous Conversations at the Heart of Succession Planning It was such fun to join investment industry veteran Mike Ross and host Ryan Ross with the Just Build Wealth podcast and their [...]

‘Succession Planning with Heart’ Supports Successful M&A It was so fun to sit down with John Martinka of Martinka Consulting and his audience to share some of the biggest lessons I learned [...]

Jumpstart Your Succession Planning with a Power Pause It’s not uncommon for business owners to focus on strategic planning in the 4th quarter of the year. In my experience, what is not common, is [...]

CHASING UNLEASHED. The Intersection of Business And Life. WITH DAN WEEDIN I was thrilled to join Dan Weedin and the Chasing Unleashed Podcast audience to share my thoughts on how everyone can [...]

The Indie Advisor Podcast: Developing the Next Generation of Leaders. Tune into The Indie Advisor Podcast to hear Laurie Nichols, RLP, CPC, Succession Planning and NextGen Development Coach, give [...]

#1 Mistake Costing You Commitment from Your Successors A lot of professionals and business owners wonder why it is so difficult to get their potential successors to engage “like owners” in their [...]

The 3 Essential Conversations to Jumpstart Your Succession Planning The volume of calls I’ve received in recent months from “Next Gen” professionals—including potential successors—has increased… [...]

Hey Next Gen Leaders! Are You Ready to Lead?  Are you wanting to take on a leadership role in your company?  Or, are you being asked to lead, yet you’re not feeling prepared? Do you think that [...]

Lessons Learned Navigating the Tricky Path from Independence to Sale Are you a stakeholder in your firm being “succession ready”?  The answer is yes if you are a founder, a senior shareholder or [...]