Succession planning isn’t just about ownership or leadership — it’s about aligning both.

In this episode, Jake Appelman and Matt Godwin of FMI sit down with host Scott Winstead to explore:

• The evolving landscape of exit strategies.
• What great looks like — and where firms often get stuck.
• How to build leadership readiness in advance.
• Strategies for mitigating financial risk and safeguarding the business.

Whether you’re years away from transition or actively navigating succession, this conversation offers insights you don’t want to miss.