Skip to main content

Article – How To Get Started

Presented by: Ryan Barradas


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

Ready to discuss WealthPoint’s services?

Schedule A Call