Season 3: Ep. 6: From Cap Tables to the C-Suite: Cracking the Succession Equation
Update: 2025-06-10
Description
Succession planning isn’t just about ownership or leadership — it’s about aligning both.
In this episode, Jake Appelman and Matt Godwin of FMI sit down with host Scott Winstead to explore:
- The evolving landscape of exit strategies.
- What great looks like — and where firms often get stuck.
- How to build leadership readiness in advance.
- Strategies for mitigating financial risk and safeguarding the business.
Whether you’re years away from transition or actively navigating succession, this conversation offers insights you don’t want to miss.
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