Filed Under:Life Insurance, Life Planning Strategies

Get a plan, man

A conversation at Starbucks illuminates the importance of crafting a succession plan. (AP Photo/Elise Amendola)
A conversation at Starbucks illuminates the importance of crafting a succession plan. (AP Photo/Elise Amendola)

I’m sitting in a Starbucks with Allen Duck and David Cunningham, talking about their favorite topic, succession planning. Okay, maybe it’s not their favorite topic, the two British imports might actually prefer talking “real football,” that kind where you don’t use your hands. I can’t be sure, but when it comes to business talk, succession planning dominates the conversation.

Duck and Cunningham are the principals of Fort Collins, Colo.-based Eighty20 Advisors, a consulting firm that helps financial advisory firms change hands. On his laptop computer Duck pulls up a presentation he recently made at an industry event.

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Nichole Morford

Nichole Morford
Managing Editor

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