Smart Exits: 4 Succession Plan Case Studies
Success
JULY 24, 2025
Butler began planning her exit from Seely-Butler, Pellish and Associates a full 10 years before her target retirement date. She hosted two large-scale retirement events at high-end venues, inviting all 1,200 clients to celebrate and meet the new leadership team. “I Seely-Butler A decade-long plan executed to the letter Nancy D.
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