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CPA Conversations podcast


May 13, 2019

According to Paul Lally, lead partner of the business transition group for Wipfli LLP, the “missing middle” is the gap between the entrepreneurial vision that sparks a business’s formation and the long-term vision that ensures a company’s survival. In a preview of “Cross Over the Missing Middle to Secure Succession Plan,” his column in the summer 2019 Pennsylvania CPA Journal, Lally joins us to discuss the psychological reasons why business owners push off succession planning and why it would benefit them to think about it from the minute they open the doors.

For the full transcript click here.