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When founder and CEO Arturo “Archie” Montemayor III decided it was time to think about the future of his Austin-based CPA firm, he didn’t look outside for buyers—he looked across the hall. In this episode, Archie shares how he structured a thoughtful transition by transferring ownership shares to longtime employees while staying active in the business, preserving client trust and the firm’s hard-earned reputation. He breaks down how he identified leadership potential, mentored new owners and built a collaborative ownership group that keeps the firm’s values front and center. Along the way, he reveals what every small business owner should know about planning early, investing in internal talent and protecting the legacy they’ve worked so hard to build.

To learn more about how Chase for Business can help you plan for your business’s long-term success, visit https://entm.ag/CfBPodMBBC

JPMorgan Chase Bank, N.A. Member FDIC

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