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Succession Planning

Kickstarting Your Own/Your Client’s Succession Plan

Dennis Serre - October 9, 2019

The fall has finally come, and everyone is back to a routine since summer’s end. Even though we’re back, many of us are starting to think about the times when we won’t be, such as when we will be more concerned about where to vacation beachside or whatever form our retirement takes. But troubling to many, is how to bridge their current work life to their retirement. For some, that transition is not far away.
After countless talks with advisors and trying to break down the market’s current and future needs, we’ve found a gap and why there is fear with succession more..

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