 Clients had to be served at least as well as they were already being served, and hopefully better.”Neil Hokanson, Hokanson Associates
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The keys to successful succession planning
Liz Skinner | InvestmentNews, March 2016
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Summary: Adviser Neil Hokanson spent several years considering different succession strategies for his $570 million advisory firm, which he had nurtured for 25 years. He wanted a deal that was reasonable for Hokanson Associates' five shareholders and offered his 12 employees career opportunities. But his 270 clients were really at the top of his mind.
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