Influencer Only Call: Succession Planning: Preserving Your Legacy and Protecting Your Clients with TV Kumaresh
August 26 @ 1:00 pm - 1:45 pm
The advisor profession faces a well-documented challenge: an aging advisor population and a growing need for effective succession planning. Yet the real issue is not a lack of options. The hardest part of succession is choosing among several viable paths.
Should the business stay in the family? Should ownership be transferred to key employees and how? Is a merger or acquisition the better answer? How should founders balance enterprise value, client continuity, employee opportunity, family interests, and personal legacy? And when is the right time to transition?
The challenge is not finding an answer. The challenge is navigating the tradeoffs between multiple viable answers. Also, succession is not a single decision, it is a series of interconnected decisions, each carrying financial, legal, operational, and personal implications.
Join TV Kumaresh, Chief Strategy Officer at M Financial, for a practical discussion on the key decisions business owners face as they prepare for the next chapter of their firms. Drawing on real-world succession experiences and lessons learned, this session will provide a framework for evaluating alternatives, understanding tradeoffs, and building a transition strategy that aligns with your objectives and can be executed successfully.
Choosing the right successor. Funding the transition. Balancing value and legacy. Protecting clients, employees, and family interests. Determining what must happen now versus later. These are not easy decisions, but they are among the most important decisions a business owner will ever make. This discussion is about how to navigate them.
Speakers:
TV Kumaresh | SVP & Chief Strategy Officer at M Financial Group
