Succession Readiness for Financial Advisory Firm Owners
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Can your roadmap help a founder who is worried about client retention if they step back from day-to-day operations?
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About Succession Readiness for Financial Advisory Firm Owners
Bill Pavelich works with established financial-advisory firm owners and professional-service leaders to assess their readiness for succession. The focus is on identifying leadership, owner-dependency and client-transition gaps within the firm. Based on that assessment, he builds a clear roadmap of next steps, including an offer called the 90-Day Succession Readiness Sprint. The engagement is positioned around helping owners transition the business, leadership team and client relationships so they are not solely dependent on the founder.
- Website
- successionroadmap.com
- [email protected]
- Categories
- Financial services, Management consulting
