Succession Planning, Mergers, and Acquisitions- One Firm’s Journey

K (1)
1:10 PM - 2:00 PM
Hear the key decisions over the past 20 years that has lead one firm to go from humble beginnings to now a multi-generation partnership, with over $1.4 billion in AUM, that is ‘built-to-last’. Brightworth’s Managing Partner will share the sacrifices, benefits and the ongoing challenges of moving from a practice environment to a talent engine, and why M&A has become a key part of their strategy. Included will be thoughts and observations regarding the psychology of first and second generation owners, as well as being both a buyer and a seller of your business equity.

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