Succession Planning

Episode 13: Succession Planning

Most advisors know they need to create both a contingency AND succession plan, but that’s a task for another day!  It is an emotional process and one that many advisors have difficulty facing. This special episode of the Powering Independence Podcast is hosted by our Head of M&A Joe Rizzo with special guests Mark Tibergian, CEO of Pershing Advisor Solutions and Brad Griswold, Managing Partner at Corbenic Partners. They cover the emotional aspects of creating a succession plan, The various options for succession, the valuation process and much more!