For business owners, one of the most important aspects of a comprehensive financial plan is the development of a succession plan. Having a written plan in place that outlines how the business will transition to new leadership in the future or in case of emergency could ultimately determine your legacy.
In this video, hear from Founder and Wealth Management Advisor Pat Willis and Managing Partner Dan Machnik as they share their personal journey in planning for the future of Willis & Machnik Financial Services and the four most popular types of succession planning paths we recommend to clients.
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