Succession Planning – Where Do We Begin? (Part 1 of 2)

In our recent video, Roger North mentioned that the need for succession planning has never been greater as we approach the generational transfer of privately held businesses that make up 90% of the American economy. He also mentioned that mixing business, family, and economics often creates complexity.

Join Jerry Murray, Brian Black, and Leron Lehman in this two-part podcast series, where they share how to navigate these challenges. In our first episode, listen as the team discusses:

• Who would benefit from succession planning?
• When should planning start? Is it too late?
• What can I expect as planning begins?
• What are the most common questions or problems we encounter in the process?

You can watch this episode on our website (link below), or find The North Group Podcast on Spotify, Apple Podcasts, and Google Podcasts!