When it comes to succession planning, one of the biggest decisions you’ll face is whether to go with internal succession or an external sale.
To The Point: A MarshBerry Video Series
Internal vs External Succession Planning
January 15, 2026
MarshBerry is a global leader in investment banking and consulting services, specializing in the insurance brokerage and wealth management sectors. If your firm seeks expert advisory guidance to refine your business strategies, drive sustainable growth, or facilitate a sale, MarshBerry is the ideal partner to support you in making these critical business decisions. Collaborating with a trusted advisor who deeply understands your business and the industry can help you maximize value at every stage of ownership.
