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Cape Cod Practice Group: Lifestyle Succession Planning
"A lifestyle succession plan is an incremental and adaptive process. The goal is sustainability, and it’s accomplished through a structural framework that carefully coordinates the changing roles of the founder(s) and the successor team over many years. It is designed to support the evolution of business skills from entrepreneur, to shareholder, to CEO, to mentor. This planning process reflects the values and needs of the founders; control, flexibility, a return on investment, a client-centric approach, and the ability to build an enduring and transferable business-to build a legacy.” -- Craig Strauser, SVP Client Experience

Jun 17, 2021 12:00 PM in Eastern Time (US and Canada)

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