Article – How To Get Started

In this article, Ryan Barradas discusses how an entrepreneur can get started on a succession plan, who should be included and what the process should entail.

Presented by: Ryan Barradas

Description:

In this article, Ryan Barradas discusses how an entrepreneur can get started on a succession plan, who should be included and what the process should entail. While most entrepreneurs would agree with the claim that succession planning is important, most are unsure of where to even start. This article covers how to begin the process and what pitfalls an entrepreneur should be aware of from the onset.

Topics Covered:

  • Ownership succession planning
  • How to plan and get started
  • Identify the necessary Advisors and how to decide who should be on the team
Download PDF

Stay In The Know

Get insights, news, and resources designed to help you grow and steward your wealth.

Keep Learning

Want to expand your expertise? We’ve picked a few insight-rich posts to help you grow your wealth and amplify your impact.

WP90X – Phantom Stock Plans: Designing Effective Incentive Strategies for Private Companies

Description: Ryan Barradas and Michael Kenneth of WealthPoint with David Whaley of Thompson Hine provide…

Read More →

The Care and Feeding of Employees During a Transition

Employee engagement and communications are core cultural assets By Tim Young & Michael Kenneth Transitions…

Read More →

What’s Your Business Worth?

Really? Will it be enough to meet your needs post-exit? How do you know? By…

Read More →