 In building the practice, succession planning was important to me more from a client care standpoint. I can control when I want to retire, but can’t control when I die or become incapacitated."Carolyn McClanahan, Life Planning Partners. |
Developing a Plug-and-Play Succession Plan
Carolyn McClanahan | Financial Planning, February 2016
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Summary: Given the large number of solo practitioners and silo practices that make up the planning universe, succession planning is typically a difficult problem. Replacing a seasoned sailor with a fresh recruit is replete with challenges and can carry a significant risk.
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