AUTHOR

Craig Toberman

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Craig Toberman, CFA, CPA, CFP®, MBA, is a wealth manager and financial planner who works with family business owners and retirees as they prepare for one of life’s most significant transitions: stepping away from the company or career they have built with a clear plan in place. Raised in Southern Illinois near St. Louis, Missouri, Craig grew up in a family business and spent his early years learning from the values and work ethic of closely held business owners. That experience shaped his mission to help families make informed decisions about their future. Craig’s background includes wealth management, corporate finance, accounting, and tax planning. He draws on this multidisciplinary experience to support clients as they navigate personal and business planning needs. At Toberman Becker Wealth, a financial advisory practice based in St. Louis, Craig works with families and business owners to evaluate long-term goals, prepare for leadership transitions, and approach retirement planning with intention.

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The Five-Year Plan

A Clear Path to Family Business Succession

By: Craig Toberman

Narrated by: Daniel Greenberg

Length: 2 hrs and 24 mins

Release date: 05-14-25

Language: English

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