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

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.