by Clouser On Business | Aug 3, 2016 | Podcast
Succession plan applied. Hear guest Frank Dane of B2B CFO wrap up a three part series on transition planning. Guest recaps previous discussions. Learn what documents you made need in the final stages. Guest shares role of succession planning manager. Dane shares...
by Clouser On Business | Jul 27, 2016 | Podcast
Lender role in a business succession plan is discussed. Hear guest Mike Foresee, a bank vice president and relationship manager talk about how a lender participates in planning. Listen for key components a bank is looking for in the plan. Foresee explains why a good...
