In this Swift Chat conversation, Marie Swift welcomes Leigh White, CEPA® Founder and CTO of Myriad Advisor Solutions, which provides comprehensive business consulting and operational support services to financial advisors and entrepreneurs, for a candid conversation about the realities of succession planning for business owners and financial advisors. ​

White shares her personal journey, marked by profound loss, health challenges, and a cancer diagnosis, all of which accelerated her own succession process and tested her business’s resilience. She describes the emotional and practical steps she took to transition leadership to her daughter, Danielle, and how this process enabled her to focus on her passions while ensuring the business could thrive in her absence.

The conversation highlights the importance of preparing your business before a crisis strikes, emphasizing that succession planning is more than just legal documents—it’s about building value, documenting processes, and preparing both your team and yourself for a smooth transition. White discusses the importance of business owners planning for their own lives after stepping back, the value of having a baseline business valuation, and the challenges of relinquishing control.

Learn more about Leigh White and Myriad Advisor Solutions at https://MyriadAS.com