What happens when you are ready to step away from the business you have built? In this episode of Future-Proof, we sit down with Erin Daiber, founder of Well Balanced Accountants, to explore why effective succession planning starts long before retirement.Erin shares practical guidance on developing future leaders, creating a culture that supports growth, and avoiding common pitfalls like confusing technical skill with leadership potential. She also breaks down what to do if you realize you do not yet have a clear successor and touches on the rising influence of private equity in firm transitions.This conversation is a timely reminder that succession planning is not an end-of-career task. It is an ongoing strategy that helps you strengthen your firm today while preparing it for tomorrow.Resources:<ul><li><a href="https://www.cpai.com/?utm_source=macpa&utm_medium=preferred-provider-page" rel="noopener noreferrer" target="_blank">Aon, MACPA Preferred Provider</a></li><li><a href="https://www.wellbalancedaccountants.com/" rel="noopener noreferrer" target="_blank">Well Balanced Accountants with Erin Daiber</a></li><li><a href="https://www.linkedin.com/in/cpacoacherin/" rel="noopener noreferrer" target="_blank">Erin Daiber LinkedIn Profile</a></li></ul>

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238. Succession planning, with Erin Daiber

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