News Flash: You’re not going to live forever and you’re not going to work until you drop. You owe it to your clients and your family to have a succession plan that maximizes the value of your business. In this week’s podcast, we discuss such an approach.
About The Author
Dan Cuprill, CFP, is a million dollar plus fee based advisor located in Cincinnati, OH. His practice, Matson & Cuprill serves over 200 families in 20 states. He is also the creator of Advisor Architect, a "system of systems" designed to help advisors transition to running a major profit center.