Broker Check

Podcast Episode 9 – Lessons from a Friend of The Firm

Description:

On this episode, meet Stephen Crandall, a Tax Consultant for Lane Brothers and "Friend of the Firm" who runs his own CPA firm. Stephen shares lessons he learned through various successions.

What you will hear on this episode:

  • Introduction to Stephen.
  • Why Stephen thought Joe & Kevin should meet.
  • Stephen's experience with succession plans in his firm.

On this episode from Lane Brothers is:

  • Joe Allen, Wealth Advisor
  • Kevin Lane, Founder and Senior Wealth Advisor
  • Stephen Crandall, Tax Consultant for Lane Brothers and CEO of SC Audit & Accounting

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Connect with Joe, Megan & Kevin

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