At the 2023 ASA International Conference in New Orleans, panelists William Tomlinson with Independence Wealth Advisors, Charles Dixon of CD Valuation Services, Louisiana attorney Tyler Arbour with Lugenbuhl, Wheaton, Peck, Rankin & Hubbard, and Jack Beckwith with EAGI outlined some ideas to consider when winding down careers in the presentation “Succession Planning for Appraisers.”
Valuation Review sat in on this session and caught up with Tomlinson and Dixon afterward for more strategies.
Read on to learn more from New Orleans.