 As an industry, we shouldn’t lose sight of the fact that this business is about people.”Tyler Resh, director of marketing and strategic planning, First Foundation Group. |
When Succession Plan Hangs on an IPO
Kathy Kristof | Financial Planning, January 2015
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Summary: When Victoria Collins started her transition into retirement a half-dozen years ago, she wasn’t overly concerned about getting equity out of the firm she helped found in 1990. Indeed, she still owns a 5.6% stake in First Foundation, the wealth management company’s publicly traded parent.
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