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Nov 23, 2022

Family-owned businesses present huge and unique challenges when it comes time to pass the business on. Without a succession plan in place, those challenges can create enormous conflict for families - usually the exact opposite of the founder's intent.

Our guest this week is Steve Caton, Managing Partner at Patron Partners, LLC. He has over 35 years experience creating and implementing succession plans for businesses, and he joins us to explain why they're important, how they work, and how you should talk about these plans to your clients. 

He'll cover the two main goals of succession planning.  First, to transfer the family enterprise to the next generation and beyond; Second, to minimize those potentially brutal family conflicts.

We'll then get into some recent research about these plans, why and how to stress-test a plan, and tactics for talking to your clients about getting this done.

Contact Steve at 


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