Succession Success Story [VIDEO]

Posted by FP Transitions on Apr 20, 2016 11:00:00 AM

FP Transitions client Greg Hoffman found the best match for his business, Hoffman Financial Resources, when he added Ross Lawrence to his team 5 years ago. Ross shared Greg’s commitment to the community and passion for helping the people of Nevada, MO make educated financial decisions.

Three years later they embarked on their succession planning journey with FP Transitions. Valuation in hand and succession options laid out, Ross and Greg chose the accelerated path with the help of bank financing.

Five years after joining the Hoffman Financial Reources team, Ross took over full ownership and Greg moved into his role as mentor, free to enjoy the life he’s earned after 30 years of financial advising.

Don’t just take our word for it. Watch Ross and Greg’s story below.


Topics: Succession Planning, Webcasts, Testimonial, Client Success