Succession Plan Applied
Succession plan applied. Hear guest Frank Dane of B2B CFO wrap up a three part series on transition planning. Guest recaps previous discussions. Learn what documents you made need in the final stages. Guest shares role of succession planning manager. Dane shares a story from his transition planning experience. Recap of 5 steps to planning is recapped. Why it is important to keep buy-sell agreement current. Listen the role of summary plan. Dane shares other methods and plan documents. Hear some advice for those coming out of college about a career in accounting.
Podcast: Play in new window | Download