Passing the Torch

Doug announces a leadership transition and reflects on decades of building a successful business advisory firm, the reasons behind Doug’s decision to step aside, and the smooth handoff to new leaders.

Topics include exit planning in practice, preparing the firm for growth, broker culture and mentoring, memorable moments and client stories, and the personal side of retirement—travel, mountain biking, and Doug’s art. Expect candid anecdotes (from a misprinted name to a brother’s 'mansplaining' moment), tips for business owners, and a celebration of legacy and next steps for Apex.