Growing Your Practice | Succession Planning

Multiple Successors

By joining CAPTRUST, in 2009, Mark Davis, senior vice president, financial adviser, gained the ability to select his successors from the large acquirer’s adviser pool.
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Growing Your Practice | Succession Planning

Competition and Succession

Jim O’Shaughnessy discusses the challenges of succession planning and the process of merging his and his partner’s Sheridan Road practice into the larger Hub enterprise.
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