Succession Planning - Tackling Complexity (Part 2 of 2) (Ep. 28)

Jerry, Brian, and Leron are back for Part 2 of our succession planning podcast series! In Part 1, we discussed the definition of succession planning, timing, and common challenges of the process. In this episode, the team tackles North Group's approach to "quarterbacking" the process to guide business owners through the complexities of ownership and leadership transition. You'll hear Brian and Leron discuss: - Our first step in almost every situation, and why it adds value - How we engage existing advisors and the next generation - What elements make planning more or less complex