Business succession planning and leadership transition is a huge topic as Baby Boomers continue to retire. In the next 10 years approximately 10 million business owners plan to sell their business to fund their retirement — an asset transfer of nearly $10 trillion!
Discover how to plan ahead for a seamless transition while still growing your business as host Hanna Hasl-Kelchner welcomes business succession planning expert and Wealth Management Advisor Todd Grantham.
WHAT YOU’LL DISCOVER ABOUT SUCCESSION PLANNING:
- Why business succession planning is a process instead of an event
- How much time it takes to put a solid business succession plan in place
- Who should be involved in helping you craft your business succession plan
- The 4 biggest mistakes business owners make that lead to unwanted surprises
- And much more
Todd Grantham is a Wealth Management Advisor who heads up a full financial planning team at Northwestern Mutual. Todd has more than 20 years of experience in the financial services industry and specializes in business succession planning — helping business owners and professionals achieve their long term goals while protecting those they love.
Tune in to hear his inspiring stories and advice on how to engineer a smooth transition.
Contact Todd directly.
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