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An Owner's Guide to Succession Planning

Building an enduring and transferable business provides owners with more options, greater value, strong and sustainable growth, and a powerful talent retention strategy. Advisors acknowledge that succession planning is a key component of any valuable business, but many struggle to find the time, support or opportunity to fully embrace their optimal succession planning strategy.


In this session, industry pioneer and FP Transitions founder David Grau, Sr. guides owners through the key moments in building out your own unique succession plan. Honoring this highly personal journey, David Sr. weaves contextual stories that highlight the plethora of emotions and challenges that owners face in creating their own unique plan. Owners will gain valuable insights, including:


 How and when to start the succession planning process

 Where to focus your time and energy 

 What really matters in the long run

 How a solid succession strategy increases firm value 

Start Your Plan

Thriving, growing businesses experience many challenges—solving them often requires unique solutions. Whether your goals include M&A, recruitment, talent retention, compensation improvements, continuity or succession planning, or optimizing your operations to simultaneously power both top-line growth and bottom-line profitability, FP Transitions will help you take your business to the next level.

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