What makes a sustainable business?

A sustainable business is financially strong, has a long-term plan for continued growth, and is structured to last beyond the career of any one owner. Necessarily, a sustainable business is supported by multi-generational ownership of talented advisors who are committed to the success of the business as a whole, not just individual production.

In this webcast, Stuart Smith, J.D., shares how to:

  • Achieve sustainability for your own business;
  • Identify “ownership material” within your own team;
  • Set the rules of ownership that allow for smooth leadership and growth; and,
  • Know when to take the next step in the process.

Sustainability is about more than just the succession of ownership, it's about creating a business of trusted advisors that will carry on, continue to grow, and, most importantly, be there for clients when they need it most.

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