This talk guides financial advisors, wealth advisors and business advisors with essential tools to help steer your family business founder clients down the emotionally fraught path of succession planning.
Your audience will learn about the nuance and finesse to the 3 key stages of family business succession planning:
- Selecting the successor
- Grooming the designated successor
- Communicating the succession plan
A 45-60 minute keynote, concurrent or breakout (can be shortened or lengthened to fit your timing needs).
Click on the 'Video' tab to see Susan in action!
For availability and speaking fees, call Susan directly at 212-655-9610 or click 'check availability' to send a message through SpeakerMatch.
"Susan nails it every time! She first spoke at Opal's Annual Family Office & Private Wealth Management Forum back in 2014, and we've invited her back to speak every year since. Our audiences love her insight and actionable takeaways, and our in-house event planners love her flexibility and responsiveness."
-- Doug Borths, (former) SVP, Head of Production, Opal Group
