Succession - Michaela Herlihy shares her story - Cape Cod Practice Group replay

Thinking of your business succession plan, or possibly wanting to coordinate something with your employer?  In this podcast, which is a rebroadcast of a recent virtual meeting of the Cape Cod Practice Group, Michaela Herlihy of Beacon Financial Planning of Cape Cod, Inc. (https://www.beaconfinancialplanningcapecod.com/) shares her own experience in the purchase of her firm with help in the presentation from Atty. Jim Callahan (https://atkinscallahan.com/), who gave her counsel throughout the process. Get practical suggestions for consideration in your own planning.