Long-term thinking about your business is an enormous endeavor and the process of a sale can throw that thinking into chaos. One of the most important elements that gets lost is what happens after the deal is signed. Having a post-transition plan to help manage the impact this monumental change will have on your family, your emotions and your lifestyle is vital.

This session will provide helpful insights into what internal and external steps you should consider in order to handle the change from wealth creator to wealth manager.