#517: Passing the Torch: Mastering the Art of Succession, with Carol Bertsch & Brennen Boze

Join Sara as she chats with law firm owner Carol Bertsch and new partner Brennen Boze about their leadership transition journey. They share the ups and downs of passing the torch, the emotional challenges, and the balance between honoring a legacy and embracing innovation.   Whether you're a seasoned firm owner or an emerging leader, their story offers invaluable lessons on navigating ownership transition and ensuring your practice's continued success.  Additionally, Zack talks with Natalia, from POSH about the importance of integrations and seamless communication with your virtual reception team.  Links from the episode:  Mention Lawyerist at Posh to get a free 2 week trial!     If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!