Planning Ahead for Business Ownership Transitions in the Middle Market posted 02/17/2026
Podcast
Feb
17
Podcast
Featuring: Joe Santiago - Owner & Director of Advanced Professional Services
Succession planning is no longer just about exiting, it’s about building a business that lasts. This podcast examines how owner priorities shift over time, what it takes to prepare for leadership transitions and the risks of delaying planning. We also explore how trusted advisors and relationship managers can help guide business owners through change and support long-term continuity.
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