The decision to sell, merge or acquire is one of the most emotionally complex and important decisions of an owner's professional life. Join this session to learn the softer side of M&A. Dave and Pat will share rich detail and provide real-world examples to help you understand the emotions you - and the other party - will experience through the process.
Learning Objectives:
Uncover the emotional realities of succession planning through partnership.
Identify common questions advisors struggle with when considering which succession plan approach is right for their business, clients and staff.
Provide insight into how these concerns are more common than previously though and reveal how other advisors have addressed those concerns.
