successfulsuccession
This is the third part of a six-part series focused on planning and implementing a successful succession strategy. The series focuses on a business-owning couple—William, 63 and Susan, 60—along with their three children: Nancy, 28; John, 25 and Amanda, 20. While this family is fictionalized, its members represent the clients and issues I have worked with extensively over the course of the last two decades. The first part told William and Susan’s origin story. The second focused on building a governance plan that insures the right people are making the right business decisions. Q3 2022 hedge fu...
ValueWalk
This is the second part of a six-part series focused on planning and implementing a successful succession strategy. The series focuses on a business-owning couple—William, 63 and Susan, 60—along with their three children: Nancy, 28; John, 25 and Amanda, 20. While this family is fictionalized, its members represent the clients and issues I have worked with extensively over the course of the last two decades. The first part told William and Susan’s origin story. This second part picks up on the next stage of the succession process: governance—or, as I call it, If not you, then who? Q3 2022 hedge...
ValueWalk
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