Picture of Sarah Kietzman<br>Research Associate

Sarah Kietzman
Research Associate

Posted: February 19th, 2026

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.