Total Succession

Most advisors make their succession plan without thinking about a key player: the client. What happens when clients aren't at the center of one's exit? And what are the benefits of including them in the process? In this episode, Tyson Ray and Kim Cochenour unpack why a successful succession is about far more than just transferring ownership. Discover common mistakes many advisors make, how to thin...

Are you waiting for the "right time" to start your succession planning? Does the word "succession" feel more overwhelming than empowering? In this episode, hosts Tyson Ray and Kim Cochenour welcome Ironstone Founder & CEO Andrea Schlapia to talk about how EOS transforms succession from an intimidating afterthought into a practical, energizing business strategy. Discover how structure, vision, and...

"What would happen to your business if you weren't around tomorrow?" That's the key question that Tyson Ray and Kim Cochenour unpack in this episode. From the importance of succession planning to finding and training the next generation of advisors – they share insights that will help you future-proof your firm and build a lasting legacy. Tyson and Kim address the question "What would happen to my...

Today, the financial advisors' space is seeing the most robust M&A market in history. A tidal wave of succession planning deals is transforming the advisory landscape, yet many firm owners are unprepared… Hosts Tyson Ray and Kim Cochenour welcome Mercer Advisors' Ted Motheral to break down the entire succession planning puzzle, discuss the importance of fit over size, and what drives today's high...

Succession planning isn't just for advisors who are ready to sell – it's for anyone who wants to build a stronger, more resilient business. In this episode, Tyson Ray and Kim Cochenour explain why preparing your firm to run without you makes it more scalable, more valuable, and, ultimately, more sellable, whether you're years away from an exit or just starting to think about it. Tyson and Kim addr...

What does successful succession really look like in today's advisory landscape? Tyson Ray and Kim Cochenour sit down with Dave Patchen to explore the complex dynamics of succession planning – from generational mindsets and private equity pressures to the systems that truly sustain a business. Whether you're planning to sell, pass the torch, or build a lasting legacy, this conversation will help yo...

If your business can't run without you, it's not built to last…it's as simple as that! Tyson Ray and Kim Cochenour dive into the tough but necessary conversations around delegation, team building and preparing for succession. From letting go of control to right-sizing your client base, they reveal the mindset shifts every advisor needs to make to lead with vision – and eventually step back with co...

What if selling your advisory business wasn't the end, rather the beginning of something new? Tyson Ray and Kim Cochenour sit down with SkyView co-founder Aaron Hasler to explore the emotional and strategic layers of acquisitions and succession planning. From preparing Gen 2 successors to avoiding common retirement pitfalls – it's a candid conversation about legacy, leadership, and what it really...

Stop your succession planning from becoming a list of regrets! Tyson Ray and Kim Cochenour tackle the overlooked, yet vital, element of vision – revealing how advisors often miss defining their own "What's next?" Tune in to learn why, without this foundational piece, tactics are just numbers and how asking "What do I want to do when I grow up?" (even in retirement) is key to a fulfilling transitio...

The world of mergers & acquisitions can be hard to navigate. What should you think about before exiting? How can you get everyone on board, and how can you ensure that everything runs smoothly and leads to business success? In this episode, hosts Tyson Ray and Kim Cochenour, alongside Freedom Street Partners founder Scott Danner, explore what it takes to successfully undergo mergers & acquisitions...

Succession planning. Every business needs it, yet most owners don't really think about it. But why is it important to carve out time for business succession planning? Co-hosts Tyson Ray and Kim Cochenour talk about Tyson's own journey into succession planning, discuss who benefits from a well-planned succession, and what you can expect from future episodes of the Total Succession Show. As Tyson pu...

So you've built a business helping others plan their future. But what's the plan for yours? Your future deserves the same attention you give your clients every day. It's time to protect what you've built and prepare for what's next. Welcome to the Total Succession Show, your resource for learning how to exit confidently, be fully compensated, and keep your clients' interests first. Hosted by veter...