Originally published on January 16, 2024.

Creating a proper succession plan ensures a lasting legacy for generations to come. In this episode, Jennifer Jovcevski is joined by Gina DiMonda, Senior Relationship Manager at Cobblestone Capital Advisors, and Stephanie Seiffert, a partner in Nixon Peabody’s Private Clients practice.

Together, they take a deep dive into the succession planning process and discuss critical takeaways for business owners and those who are preparing to or considering taking over a business.