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June 10, 2025 45 mins

Succession planning isn’t just about ownership or leadership — it’s about aligning both.

In this episode, Jake Appelman and Matt Godwin of FMI sit down with host Scott Winstead to explore:

  • The evolving landscape of exit strategies.
  • What great looks like — and where firms often get stuck.
  • How to build leadership readiness in advance.
  • Strategies for mitigating financial risk and safeguarding the business.

Whether you’re years away from transition or actively navigating succession, this conversation offers insights you don’t want to miss.

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