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Ep 11: Handling Internal Succession to Family Members
Ep 11: Handling Internal Succession to Family Members
Welcome to Financial Advisors Want to Know! I’m Catherine Tindall, CPA, and today we’re diving into internal succession planning—specifically when passing the business to a family member.My guest, Liz Hand, is the owner of Pleasant Wealth, a boutique firm in Ohio serving women nearing retirement. She’s also an executive coach helping advisors step into leadership with confidence. Liz brings firsthand experience in navigating the complexities of family succession in advisory firms.
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Episode 11: Handling Internal Succession to Family Members
Guest: Liz Hand, CFP®
Welcome to Financial Advisors Want to Know! I’m Catherine Tindall, CPA, and today we’re diving into internal succession planning—specifically when passing the business to a family member.
My guest, Liz Hand, is the owner of Pleasant Wealth, a boutique firm in Ohio serving women nearing retirement. She’s also an executive coach helping advisors step into leadership with confidence. Liz brings firsthand experience in navigating the complexities of family succession in advisory firms.
Key Takeaways:
✅ Navigating Family Dynamics – How to separate business decisions from personal relationships.
✅ Valuation & Transition Planning – Structuring a fair and strategic handover.
✅ Mindset Shifts for Success – The leadership perspective needed for a smooth transition.
🔗 Connect with Liz:
📩 Get tax updates & future episodes: Subscribe Here
☕ Book a coffee chat with Catherine: Schedule Here
🌐 Learn more: www.dominiones.com
