Episode 3 – Realization a Succession Plan is Needed

SUCCESSion Podcast

Synopsis

Every transition starts with a decision. Kevin shares the moment he knew it was time to plan for the future of Lane Brothers—and how he evaluated the options before defining a path forward. This episode also introduces the concept of “G2” and sets the stage for who would step in next.

A logo for lane brothers investment counsel shows a man and two women