RIA Succession Planning Webinar with MarshBerry’s Tina Hohman

This informative discussion examined how retirements, leadership changes, and advisor movement are already reshaping the industry — and why the real risk to enterprise value isn’t the transition itself, but whether firms are structurally prepared for it. Tina Hohman and Paul Stamoulis highlighted the warning signs buyers and investors watch for, including founder dependency and advisor-owned client relationships, and defined what a succession-ready firm looks like. Hohman addressed why growth can expose fragility when structure doesn’t keep pace, and why succession planning matters even for founders with no immediate plans to step away. The key takeaway was clear: succession isn’t about an exit event — it’s about building a firm designed for continuity, resilience, and long-term value.