Consolidation has been a major theme for some time now. COVID-19 created an added layer of pressure, enhancing buy-sell activity. Business owners who have invested in succession planning already have options, know what they want, and are already implementing their growth strategies. However, for owners who have been misled to believe succession planning is just about the exit and retirement, you have some catch-up work in front of you.
In our first “Succession Palooza” series focused on Succession, Growth and Acquisitions, Dan Gavin with Bernstein Private Wealth Management, Michael Rosendahl with PCE Investment Bankers, and our very own succession planner, Loyd Rawls discusses how you can seek succession through business growth and acquisitions.
What would you like to hear more about to help you determine the best strategy for growth or to fulfill your vision, whatever that is for you? Feel free to submit it via the ask an expert link below.