Professional Insights
Bob Veres Inside information: Sustainable (succession) planning
3 months ago · 610 KB Download
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In the November edition of Inside Information, Bob goes in depth on:
Here’s how one firm is managing an orderly transfer of ownership and leadership—and some of the pain that went along with it. Takeaways: Create shareholder agreements that anticipate disputes and conflicts on the front end; everyone giving up something to create a fair arrangement in the end.
Susan Bradly offers practical guidance for advisors to maintain their equilibrium as they help their clients maintain theirs? Takeaways: Embrace
Download the Inside Information November 2022
File name: Insideinfo-Nov2022.pdf