Posted by Anna Traugh on April 16, 2024
Christina Traurig and Mackenzie Parsons were recently asked to join Susie McEuen, VP of Sales at Oak Street Funding, on Oak Street’s podcast OnPoint. In this episode, Mackenzie and Christina share their respective journeys to business co-ownership and what it means to be prepared to be a successor. They share that Cornerstone founders Susan Veligor and Jill Boynton had succession planning in mind as early as hiring the two now Principals of the firm.
To hear more about the success of Cornerstone’s succession planning, listen to the episode of the podcast here!
Disclaimer: This post is for informational purposes only and is not to be considered investment, tax, or financial advice. Cornerstone does not and cannot guarantee the accuracy or applicability of any information presented in this post regarding your individual circumstances. Please review your personal situation with your tax and/or financial advisor.
