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Resources

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. 

 

 

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Highlights from the Podcast:

Christina Traurig - Cornerstone Podcast

Want to be a successor?

Christina Traurig, Cornerstone Financial Planning

Mackenzie Parsons - Cornerstone Podcast

Preparing for Succession Financing

Mackenzie Parsons, Cornerstone Financial Planning

Susie McEuen - Cornerstone Podcast

Being Prepared to Run a Business

Susie McEuen, Oak Street Funding

Yellow-Carrot

 

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Related Resources

Oak Street Funding Powers Internal Succession

6 Best Practices for Creating a Successful Succession Plan

Making Your Succession - Planning and Transitioning G2: Our Story

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