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- Title
The Succession Dance: Equity and Management Transitions: Firm owners should begin choreographing their exit long before they are ready.
- Authors
DeVoe, David
- Abstract
The article focuses on succession planning for financial firm owners drawing an analogy to a dance, particularly the tango, to emphasize the essential elements required for a successful transition. Topics include the complexity of succession planning, the importance of setting clear goals, and the distinction between management and equity transitions.
- Subjects
EQUITY management; DANCE; DANCE education; DANCE schools; INVESTMENT advisors; BUSINESS enterprises; BUSINESS development; DEPOSIT insurance
- Publication
Journal of Financial Planning, 2023, Vol 36, Issue 11, p49
- ISSN
1040-3981
- Publication type
Article