The Ownership Ladder - An Internal Succession Discussion

Introduction Topic I - Bill's own experience with internal succession Topic II - Tips to find own internal successor Topic III - Red flags during the internal succession process Topic IV - Superpower and why? Outro Speaker Bio: Bill Heestand He owned Heestand Company, a qualified retirement plan and employee benefits advisory company from 1992 until 2017. The RIA practice was mostly qualified plans with some wealth management. AUM was $250 million when he retired. It is now $400 million.

He sold and installed some of the first 401(k) plans ever written starting in 1985. His dad heard the “father of 401(k)” Ted Benna speak in 1984 at the Million Dollar Round Table and decided they were the next trend in business. He was right. They saw and participated in the childhood, teen years and now the maturity of 401(k) plans. They also had about $75 million in Defined Benefit Pensions under consultation and advisement.

Website: www.ownershipladder.com Youtube: https://www.youtube.com/channel/UChBaZhdmnczGW_7NmMyQX-A?view_as=subscriber Blogspot: https://ownershipladder.blogspot.com/ Bill's LinkedIn: https://www.linkedin.com/in/billheestand/ Contact info: [email protected]

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Host Information Ivan Barretto, Managing Director LinkedIn: https://www.linkedin.com/in/ivanbarretto30/

Megan Campbell, Managing Director LinkedIn: https://www.linkedin.com/in/megan-campbell-5016a442/

Collin O’Bryant, Senior Consultant LinkedIn: https://www.linkedin.com/in/collin-o-bryant-485416a1/