Succession Planning Insights
Age is a nuanced factor in succession planning, as not all founders transition at the same pace. The size of the firm plays a crucial role in determining ownership dynamics and the feasibility of passing the reins to the next generation. It's essential to start grooming successors at least five years in advance, focusing on both economic involvement and operational training to ensure a smooth transition.In this clip
From this podcast

Capital Allocators – Inside the Institutional Investment Industry
Succession - Sarah Samuels on Generational Transitions (EP.400)
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