Andy Wilson on Owner Succession Planning – SF Business Times Cover Story

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Choosing the right time to retire is a vexing decision, financially and emotionally. It gets more complicated when it’s the person whose name is on the front door.Few Bay Area companies now wrestling with the dilemma would speak openly with the San Francisco Business Times about their discussions about retirement and succession — particularly their missteps.

Among the more candid is Andrew Wilson, CFO at FORGE, which saw its change-in-leadership process unravel a decade ago.

“When an owner or partner is accustomed to operating at a high level, it becomes very difficult to let other leaders in the firm affect decisions that impact the company,” said Andrew Wilson, CFO of FORGE.

Read the full story by Mark Calvey in the SF Business Times.