A family business is often the largest source of wealth for business owners, yet a recent study(1) found only 36 percent have a formal succession and continuity plan. Listen in on Damien’s must-hear conversation with guest Courtney Pullen—president of The Pullen Consulting Group—to find out why being intentional is important for your family, your business and your future.
Here are just a few of the important areas covered:
Courtney Pullen has more than 25 years of experience in individual and family coaching, business and management consulting, leadership development, communication and team building. Courtney’s primary focus is as a consultant to financial services firms and affluent families.
Connect with Courtney on LinkedIn
Learn more about succession planning solutions for privately held businesses with BKDnext®, an intentional and thoughtful process to help you customize a detailed succession and continuity plan designed to create financial security for your family, your business and your future.
(1) BKDnext 2015 Succession Planning Survey
