Success in this area revolves around good communications with clients by demonstrating that a well - crafted business transition plan is in place and that the new ownership will enhance the customer experience. (entrepreneur.com)
Schedule regular family meetings to discuss issues of concern and topics such as business transition, business performance, and responsibilities. (rismedia.com)
Full - service brokers can do everything from developing personalized investment strategies to sending international wire transfers and constructing comprehensive financial plans, incorporating end - of - life or business transition strategies. (gobankingrates.com)