Total Succession

Financial advisors often begin a major business decision with structure: Which platform? What deal? What valuation? What does the transition package look like? Steve Voss makes the case for starting one step earlier...

Succession planning is not only about finding a buyer or maximizing a number. It is also about choosing the people, culture, and working model that can carry the business forward. In this ICYMI cut, Jackie Wilke...

Succession planning is changing. Advisors have more buyers, more enterprise support, and more ways to structure a transition than they did a few years ago—but more options do not automatically create a better outcome...

A profitable business is not automatically a sale-ready business. In this episode, Emily Stubbs explains how buyers evaluate risk, transferability, cash-flow quality, and owner dependence—and why cleaning up those...

When it comes to succession, owners and buyers see enterprise value completely differently. Emily Stubbs of Visibility CFO joins Kim Cochenour to reveal what buyers actually look at first, why a good business isn't...

Are you ready to step away from your business, or are you just running away from the stress? Success in a business exit isn't just about the final check; it is about finding purpose in your next act and ensuring your...

Selling your business is more than just a financial transaction; it is a major identity shift that many owners are completely unprepared for. In this episode of the Total Succession Show, Tyson Ray and Kim Kokenauer...

Are you currently working in your financial advising firm, or do you actually own it? Transitioning from being the primary rainmaker to a true business owner requires a major shift in mindset and a strategic plan for...

Is your business just a source of income, or is it a valuable asset you can sell? Many financial advisors are shocked to find that the offers they receive are based on complex math that could leave them working harder...

Is AI a threat to your advisory firm or the ultimate tool for growth? Join Tyson Ray and Kim Kokenauer as they explore how the most successful firms are navigating the intersection of technology and human connection. In...

Are you considering an exit strategy but feel overwhelmed by the complex world of private equity and deal structures? It is time to clear up the misconceptions and look at the actual math behind modern wealth management...

Are you struggling to figure out how to pass the torch without leaving money on the table or burdening your team with debt? Succession planning is more than just a retirement strategy; it is about rewarding your best...

Are you an advisor who knows it is time to plan your exit but feels hesitant to let go of the professional reins? Succession planning is more than just a business transaction, it is a fiduciary responsibility to ensure...

Are you feeling like a prisoner in your current broker-dealer or wirehouse setup? The wealth management industry is seeing its most robust M&A market in history, and now is the time to decide how you will protect your...