# 238. Succession planning, with Erin Daiber

Page: https://stenobird.com/podcast/future-proof-66135/238-succession-planning-with-erin-daiber
Text version: https://stenobird.com/podcast/future-proof-66135/238-succession-planning-with-erin-daiber.md
Podcast: [Future-Proof](https://stenobird.com/podcast/future-proof-66135)
Published: 2025-11-18T10:00:00+00:00
Episode link: https://blionline.org/podcast
Audio file: https://dts.podtrac.com/redirect.mp3/pdst.fm/e/episodes.captivate.fm/episode/888bdc5c-760c-4b9f-ac58-aeb086c587bd.mp3
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Duration seconds: 2544

## Resource

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 Provider Well Balanced Accountants with Erin Daiber Erin Daiber LinkedIn Profile

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## Transcript

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