XPX Bill & Philip Noonan Chapter 2: Succession Planning – A 10-Year Plan

Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
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The transition from a research firm to an investment management firm worked out very well for Contravisory. The business transitioned smoothly and grew. Shortly after shifting the strategic focus to investment management, Bill and Philip Noonan began discussing the succession of the company in depth. The brothers concentrated on customer relationships to develop a loyal clientele. Bill touches on how he became CEO, which included the Board of Advisors making the ultimate decision.

Updated: October 13th, 2021