Are You Succession Ready, Willing and Able?
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 [...]
Creating a Succession Success Formula
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 [...]
This is What it Feels Like on the “Other Side”
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 [...]
Reporting Live & Thriving–From the “Other Side” of Selling a Business
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, [...]