Session
Succession Planning
Name
Succession planning – Avoiding common obstacles to delivering client value
Date
Tuesday, October 27, 2020
Time
12:00 PM - 1:00 PM
Speakers
Description
Succession planning is a critical task for companies of all shapes and sizes yet many small- and medium-sized business owners often choose to delay the exercise. We will discuss three common obstacles advisors face in getting their clients to focus on succession planning, and we will offer tips and tools to help advisors overcome these challenges. Rock Island’s managing partners will also provide an investor’s perspective on actions business owners can take to increase shareholder value.
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