Eliza Orleans

Eliza Orleans

Principal

CFAR Principal Eliza Orleans served as a panelist for Passing the Torch: The Art of Business Succession Planning, a networking symposium hosted by The Legacy Foundation, designed for business leaders, executives, and financial professionals seeking to navigate the complexities of leadership transition.

Panelists Mark Baiada, Evan Linhardt, & Eliza Orleans provided insights into structuring successful succession plans, preserving company culture, and ensuring long-term business sustainability.

Below are three outtakes from the session:

Step 1: Defining Your Decision Criteria

Step 2: Embrace Experimentation

Revise and Negotiate