Client Success Story : Finding the Perfect Fit [VIDEO]

Posted by FP Transitions on Jul 7, 2016 7:00:00 AM

Sometimes when you take the right step to strengthen your business, the assistance you seek can lead you down the wrong path.

Jim Hallett found his perfect fit for a next generation owner in Matt Miller, but the two didn’t initially find their match in consultants to build the succession plan they envisioned for Hallett Advisors in Port Angeles, WA. 

Mistakes can be remedied, however, and they eventually found the right guidance, and a succession plan that made sense for the business they’re growing.  

Below, watch Jim and Matt’s story of finding the best G1/G2 partnership, and how succession planning with FP Transitions opened up the path they were hoping for along with a new future for Hallett Advisors.

Succession Management Program

Topics: Succession Planning, webcasts, testimonial, clients

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