Successful Succession & Continuity Planning

Check out the time stamps below to listen to the topics you’re most interested in:

(03:10): The importance of Core Values

(09:25): Continuity vs. succession planning and industry changes

(17:00): Founding partners and successful retirement

(19:20): What’s your catastrophic plan?

(23:20): The Center today

(24:20): Succession options

(30:55): The Center’s history of succession planning

(35:10): “Tuck-in” plans and Q&A with Peggy Hall-Davenport

(45:18): Helpful resources to consider utilizing