Success in Succession Webinar

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The Advantage Series is an exclusive member benefit, delivering expert insights into the latest research to help you make informed business decisions.

While many professionals know the importance of succession planning for the continued success of their organization, the process may feel overwhelming and unwieldy. Brian Haney, founder and vice president of The Haney Company, a family-owned full-service financial practice, will lead this webinar on effective succession planning for businesses. He’ll cover what succession planning actually entails, address unique family dynamics, ways to mitigate risk, how to “change hands” without losing money or momentum, transfer knowledge effectively, and more. A Q&A will follow the speaker’s remarks.