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
