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Future-ProofA Podcast for Tomorrow's Accounting & Finance Pros Author: Bill Sheridan of MACPA
How should you future-proof your organization and your career in a complex and chaotic world? Host Bill Sheridan, thought leader with the Maryland Association of CPAs, gets answers from some of today's most forward-thinking thought leaders. Language: en Genres: Business, Education, Management, Self-Improvement Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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238. Succession planning, with Erin Daiber
Episode 238
Tuesday, 18 November, 2025
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:Aon, MACPA Preferred ProviderWell Balanced Accountants with Erin DaiberErin Daiber LinkedIn Profile
