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Success and Succession – Unlocking Value, Power, and Potential in the Professional Services and Advisory Space

Eric Hehman

An insightful look at leadership transition from the successor’s perspective.

Success and Succession examines the leadership transition process from the successor’s point of view, and outlines the considerations and strategies that lead to a better future for the business. With a focus on practical planning and execution, this insightful guide provides insight into the strategies that smooth the transition and help the new leadership make better business decisions. You’ll learn when and how to start planning, who you need on your team, and the obstacles you should anticipate along the way. You’ll learn to navigate the uncertainty the process entails, and how to identify opportunities for reciprocal understanding and adopt workable approaches for successful resolution of a multitude of transition issues. Interviews with those at various stages of transition highlight the real-world application of these ideas, and give you an inside look at what worked, what didn’t, and what they wish they had thought of.

The transition from founder to successor is far from an academic exercise,
and is not linear. Answers are hard to find, and the ebb and flow of the
process requires patience, creativity, and willingness to try again. Success and Succession provides a unique strategy for success, from the perspective of incoming leadership.

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BOX Personal Financial Advisors is a brand of AM Investment Advisors & Associates, an AMFI registered Mutual Fund Distributor (ARN-176173) (Registered On 16th Feb 2021 Valid till 15th Feb 2027) & a SEBI Registered Investment Adviser (Registration No INA100004871). Type of Registration = Non-Individual & Validity of Registration = Perpetual. Principal officer: Arun Kumar. Contact No:+91 9999 769 528 Email: arunwealthmanagement@gmail.com. Address: D-33, Sector 2, Noida UP 201301. Local Office of SEBI ­- 3rd Floor, Eldeco Corporate Chambers-II, Vibhuti Khand, Gomti Nagar, Lucknow - 226010. “Investment in securities market are subject to market risks. Read all the related documents carefully before investing.” “Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.. Your attention is drawn to the SEBI circular no. SEBI/HO/OIAE/OIAE_IAD-1/P/CIR/2023/131 dated July 31, 2023, on “Online Resolution of Disputes in the Indian Securities Market”. A common Online Dispute Resolution Portal (“ODR Portal”) which harnesses conciliation and online arbitration for resolution of disputes arising in the Indian Securities Market has been established. If you are not satisfied with the resolution provided, you can access ODR Portal at https://smartodr.in/”.

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