At a conference back in 2020, FinConnect Advisory Group's Tim Lane stated that he was a Custodian of our Business, and that he thought most High Quality practices had Custodians. That is, an overarching goal to have the business continue on past the owner - perhaps with key employees, or a like minded Buyer.
We work with Business Owners who are wanting to transition their Business overtime and help the next generation carry the business on into the future. If you'd like to talk about how you can plan in your business to transition ownership overtime, to key employees, and how your legacy can carry on in the future, contact our office.
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