UncommonCents Episode 96: Succession Lessons
Update: 2025-11-06
Description
Dean Holmes & Craig Kouimanis dive into the must-have strategies for succession planning in financial advice firms. From unexpected events like a founder’s sudden passing to planned transitions like internal successions or full sales — they cover it all.
- The Importance of Succession Planning
- Unexpected Succession: Planning for the Unforeseen
- Internal Succession: Grooming Future Leaders
- Full Succession: Selling Your Business
- Partial Succession: selling Stake
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