Succession Planning: Structuring Roles for the Next Generation

Written on May 20, 2025

When it’s time for you to pass the torch and leave your business to the next generation, there are a lot of details to consider. This month on the CPMT podcast, we’re sitting down with Michelle Koufman, who specializes in family estate planning, and Jacob Rich, who focuses on business transactions, to discuss the best practices for your transition plan. Read More