#1 Lesson I Wish I’d Learned Before Selling my Business
#1 Lesson I Wish I’d Learned Before Selling my Business Financial service professionals are watching the “greying” of our industry with mixed emotions. Many are excited about recent M&A [...]
Why It’s Time to Retire Your “Someday” Strategy for Succession
Why It’s Time to Retire Your “Someday” Strategy for Succession For so many, the question this title poses prompts a bit of a “waffly” denial that, they’ve got a plan, “it’s just not right time.” [...]
NextGen Leaders Here’s Why Succession Readiness Should Matter to You!
NextGen Leaders Here’s Why Succession Readiness Should Matter to You! Are you a NextGen professional who aspires to being an owner or successor at your current firm? If you answered yes, you are [...]
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 [...]
The Undercurrents in Your Plans for Succession
The Undercurrents in Your Plans for Succession Is succession planning top of mind for you now as the “Pandemic Pause” trudges on in what is an unprecedented year? A lot of firm founders and [...]