What does that look like in terms of a smooth transition for your team and clients? For your clients, those early communications and candid measures
Key Takeaways They are not the same, and you should treat succession planning and exit planning as two separate but equally important endeavors in preserving
With 27 years of experience, Joel S. Smith, CPA helps business owners make sense of their finances and drive profitability. A UC Berkeley grad with a Master’s in Taxation, he’s a Certified Public Accountant (CPA) and Certified Management Accountant (CMA).
Joel has worked across industries like real estate, construction, and professional services. As a member of the CFO Project, he provides business owners with the clarity and strategy they need to grow.
