Business Owner Tales from the Trenches
Business Owner Tales from the Trenches
Running a business is hard. Building lasting wealth while doing it can be even harder. This podcast brings you candid conversations with entrepreneurs who’ve navigated both—sharing real stories, practical strategies, and lessons learned along the way. Hosted by Cannon Carr, former CEO and business owner turned Regional Director and Partner at EP Wealth Advisors, each episode dives into how to sustain business success while creating the financial independence that makes it all worthwhile.
July 4, 2023

Ep 10: Part One: Succession Planning with Joel Koblentz

Ep 10: Part One: Succession Planning with Joel Koblentz
Ep 10: Part One: Succession Planning with Joel Koblentz
Business Owner Tales from the Trenches
Ep 10: Part One: Succession Planning with Joel Koblentz

The challenging aspects of succession planning, exploring the optimal timing to initiate the process and the strategies to attract the right individual to take over a leadership role.

In this episode, we tackle the often-neglected topic of succession planning, and our expert guest, Joel Koblentz, Founding Partner at The Koblentz Group, sheds light on this crucial subject. With a remarkable track record in board assignments, board development, and executive recruitment, Joel and his team excel at aligning human capital with business value creation. Throughout the episode, we delve into the challenging aspects of succession planning, exploring the optimal timing to initiate the process and the strategies to attract the right individual to take over a leadership role.

You can find show notes, resources and more at: https://bit.ly/3NkvIH7