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 [...]
Why You Shouldn’t Wait for “Someday” to Plan Your Succession
Ever wonder if today is the day? Let me tell you a story. I had been a partner in my “boutique” money management firm for over 20 years when my partners and I decided to sell. Over the years, [...]
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 [...]
Why Succession Planning Matters for NexGen Professionals
When it comes to succession planning, there’s a critical stakeholder that is often overlooked: you. The hardworking “junior” professional I refer to as a NexGen professional. Working with a [...]