Faculty Publications


The Importance of Digital Asset Succession Planning for Small Businesses

Document Type


Publication Date



Financial planners work with a variety of clients, each with their own unique goals, characteristics, and needs. The solutions generated for these clients must be tailored to the individual’s unique circumstances. Plans should evolve as these circumstances change. The digitization of business assets has created a need for small business owners to have a well-defined and well-managed digital asset succession plan in place.