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TAG: succession

High Performance: How to prepare your team for transition

January 11, 2022By
(Photo: AndreyPopov / iStock / Getty Images Plus / Getty Images)

Phil Harwood shares how business owners can increase the potential for a successful transition if they're planning to leave or sell the business. read more

April 2014 Web Extra: An excerpt from ‘The ESOP Coach’

April 7, 2014By

Kelly Finnell, president of Executive Financial Services, an employee stock ownership plan (ESOP) consulting firm, has centered his entire career on ESOPs and succession strategies. With more than 25 years of experience, Finnell has implemented the plan in small- to mid-size businesses nationwide, including setting up one for Michael Hatcher, president of Michael Hatcher & Associates, who is featured in... read more