Bob Veres Inside information: Sustainable (succession) planning
Professional Insights
AICPA logo
Cart
searchSearch
search
burger
AICPA logo
  • Home
Potted green plant in the shape of an arrow
Professional Insights

Bob Veres Inside information: Sustainable (succession) planning

3 months ago · 610 KB Download

SECTION

EXCLUSIVE

Resource

available

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

Reserved for PFP Section members

Already a PFP Section member?

Log in with your AICPA account
 
Forgotten email
Forgotten password

Not a PFP Section member?

Discover the benefits of AICPA membership and Personal Financial Planning Section membership. To gain access to exclusive content, your first step is to join the AICPA.

Exclusively for

Mentioned in this article

Topics

Subtopics

Manage preferences

Related content