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.

Listen wherever you get your podcasts!

Highlights from the Podcast:

Want to be a successor?

Christina Traurig, Cornerstone Financial Planning

Want to be a successor?

Christina Traurig, Cornerstone Financial Planning

Close Modal

Preparing for Succession Financing

Mackenzie Parsons, Cornerstone Financial Planning

Preparing for Succession Financing

Mackenzie Parsons, Cornerstone Financial Planning

Close Modal

Being Prepared to Run a Business

Susie McEuen, Oak Street Funding

Being Prepared to Run a Business

Susie McEuen, Oak Street Funding

Close Modal

Watch More Shorts

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

Ready to take the next step?

Please provide your contact information and we will reach out to you within 24 business hours.

INDUSTRIES
LOAN SOLUTIONS
RESOURCES
ABOUT US

a first financial bank company

To learn more about financing options for your business, contact one of our knowledgeable experts.

Contact Our Team
P: (866) 625-3863
Text START to (317) 854-5146
osf@oakstreetfunding.com

Loans and lines of credit subject to approval. Potential borrowers are responsible for their own due diligence on acquisitions. CA residents: Loans made pursuant to a California Department of Financial Protection and Innovation, Finance Lenders License (#6039829). NMLS 1421723. The materials on this website are for informational purposes only. They are not offered as and do not constitute an offer for a loan, professional or legal advice or legal opinion and should not be used as a substitute for obtaining professional or legal advice. The use of this content, including sending an email, voice mail or any other communication to Oak Street Funding, does not create a relationship of any kind between you and Oak Street Funding.

Privacy Policy
Terms and Conditions
California Residents

You are leaving oakstreetfunding.com

Before you go, we want you to know Oak Street Funding is not affiliated with any third-party websites. Any reference to any person, organization, activity, product, and/or services does not constitute or imply an endorsement. Oak Street Funding is not responsible for the content or security of any linked web page and the privacy policy of the site to which you are going may differ from Oak Street Funding's privacy policy.

Continue

Close Modal