Are You Succession Ready, Willing and Able? Founders and senior shareholders are waking up ready, now more than ever, for succession planning as the challenges of 2020 mount without a predictable [...]
Are you ready to say goodbye to a life and career spent on autopilot?Are you done waking up with another year gone by without any planning for your own future? When it comes to creating [...]
Ever wonder what it feels like on the “other side” of a successful succession? Not too long ago, I did, too… The 4-year anniversary of the sale of my money management business is rapidly [...]
The 4-year anniversary of the sale of my financial advisory business is rapidly approaching. The memories from 30 years spent in the financial services world, including 20 as a managing partner, [...]