In our new Roundtable Talk, Founder and President, David Grau Sr., JD, and Elite Client Consultant, Kem Taylor, CBEC®, explore internal succession and describe how both the succession process and business growth can benefit from multigenerational experiences and knowledge from all owners.
- Acknowledging the "time" factor – having enough time to plan for, implement, and make adjustments to a gradual, internal transition of ownership
- Helping next generation advisors understand the benefits and responsibilities of ownership
- Recognizing that each succession path is different
- Exploring "where you are" and "where you're going" before jumping into the process