Financial Advisor Success
Financial Advisor Success
Michael Kitces
Ep 043: Navigating The Internal Succession Planning Turning Point As An Advisory Firm Founder with Marty Kurtz
1 hour 48 minutes Posted Oct 24, 2017 at 4:00 am.
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Show notes

Selling your business is like handing off your child in a way and it is well known that succession plans can often be messy, confusing and hard to navigate. Marty Kurtz is on the show today to share his impressive journey. We get to hear the details from the beginning stages of building a successful company with strong partnerships, to handing off the baton and creating a succession plan that is best for everyone involved.

For show notes and more visit: https://www.kitces.com/43