“Succession planning isn’t just about figuring out who’s going to take over when you’re gone,” says David Grau Sr., President and Founder of FP Transitions. “It’s about building a business that will support your long-term vision, and which will continue to serve clients even when you’re not around as much.”
Advisor.ca article "Succession Planning Can Boost Business" with insight and research from SEI and FP Transitions. Read the full article here.
