Understand the interdependence between finance, family and management for Succession Success and add more value to your clients with new services.
"The most important item I gained by obtaining training is succession planning was an understanding of the legion of drivers that impact a successful succession plan."
Leon M Rogers
"This training helped me transition from selling to asking better questions. This also enhanced my listening skills and I pivoted to teaching/consulting to their issues. I was better able to help privately held businesses move through the process of Succession, Exit and Transition."