Succession Planning

Businesses owned by retirement plan professionals are no different than any other closely held businesses — eventually the owner(s) must have a plan to exit the business. Here you’ll find posts about creating and maintaining a plan to ensure that the right people are in place, with the right skills and experience, to assume a departed owner’s leadership role.

By Amanda Iverson1/26/2017 • 0 Comments

Two speakers at the upcoming Business Managers and Owners Council conference bring expertise and experience on succession planning; here is a recent conversation with one of them.