About Dan Hiebert
Dan Hiebert, PhD, CFP® is a nationally recognized leader in family business succession planning.
A co-recipient of the 2023 Montgomery-Warschauer Award from the Journal of Financial Planning, Hiebert has over twenty-five years of experience as a financial planning practitioner, researcher, educator, and speaker.
About Succession Simplified
90% of US businesses are family-owned, yet only 13% transition to a third generation.
It’s never too early to start your succession plan to set your family business up for success.
With anecdotes and simple but effective exercises, this business mindset book will teach you how to plan for succession by viewing your business as a purpose-driven enterprise that future generations will want to be part of.
Workshops
Dan Hiebert offers invaluable workshops for family business owners (FBOs), financial planners, and wealth managers. His research on identifying specific challenges faced by minority business owners ways for financial planners to support them, and family business succession have been recognized by the Financial Planning Association and the Society of Financial Service Professionals.
Hiebert realizes procrastination is the number one obstacle to succession planning. His proprietary approach simplifies the succession planning process to get the job done.
Through enjoyable, actionable steps, Hiebert helps business leaders plan for succession with their family’s unique values and culture in mind.
