Roundtable

The Synergy of Multigenerational Ownership

In this roundtable talk, FP Transitions Founder, 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. Additionally, they explore other factors that benefit the succession planning process, including helping next generation advisors understand the benefits and responsibilities of ownership, and exploring "where you are" and "where you're going" before jumping into the process.

Disclaimer: The views and opinions expressed in the video are those of the subjects herein.

Build Your Plan

Building a sustainable business through multigenerational growth requires integrating diverse experiences and strategic planning for successful internal succession and business longevity. Your succession plan is one of the most critical aspects to perfect, as clients expect your business to be as organized and secure as their own finances. This trust is reaffirmed through meticulous planning. We understand that creating a a succession plan can be overwhelming. That's why clients rely on our professionals who specialize in this area.