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 [...]
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, [...]
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 [...]
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 [...]