Gen 2 Partner Buy-In Success
Cornerstone Financial Planning and Oak Street Funding
Podcast Information:
Description: Susie McEuen, VP of Sales at Oak Street Funding, is joined by Christina Traurig and Mackenzie Parsons, both Principals and Financial Planners at Cornerstone Financial Planning. In this episode, they share their blueprint for a successful transition in succession planning, emphasizing the importance of being prepared as a G2 successor and involving all partners in the process.
Highlights from the Podcast:

Want to be a successor?
Christina Traurig, Cornerstone Financial Planning

Want to be a successor?
Christina Traurig, Cornerstone Financial Planning

Preparing for Succession Financing
Mackenzie Parsons, Cornerstone Financial Planning

Preparing for Succession Financing
Mackenzie Parsons, Cornerstone Financial Planning
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Being Prepared to Run a Business
Susie McEuen, Oak Street Funding
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Being Prepared to Run a Business
Susie McEuen, Oak Street Funding
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