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Succession - Sarah Samuels on Generational Transitions (EP.400)

Capital Allocators – Inside the Institutional Investment Industry

CHAPTER

Navigating Succession in Organizations

This chapter examines the critical dynamics of age and generational transitions in firms, focusing on the preparation needed for grooming future leaders. It discusses the emotional and economic complexities involved in succession planning, including ownership structures and the integration of the next generation. Through case studies, the chapter highlights both successful strategies and pitfalls encountered during transitions, underscoring the necessity of thoughtful planning and mentorship.

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