Long-term thinking about your business is an enormous endeavor, 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.

This session will feature a case study of a transition and what internal and external steps were taken to handle the change from wealth creator to wealth manager.