Becoming Succession Ready: The Journey Before the Destination

Session Description: How succession ready are you? Whether your ideal scenario is an internal succession or an M&A event, getting started can feel like a daunting process. In this session, Brooklyn Brock, Financial Planner and Exit Coach will share insights from her work supporting advisors considering their Succession Plan. Knowing what your goals are now and for your ideal succession/exit scenario is essential. Attendees will walk away with a better understanding of the prerequisites for becoming succession ready, be able to identify personal and business goals for your succession scenario, and consider which succession strategy is right for you!