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Rob Metcalf CPA/ABV/CFF/CGMA, CVA, CBA, ASA, MAFF Smart Succession Terry Staley CPA, CExP, MBA In the News Talk to an advisor: (816) 743-7700

Business Succession with Terry Staley & Robert Metcalf in Ingram's Magazine

September 4, 2019

Ingram’s 2019 Wealth Management Industry Outlook: For Business Owners, it's The Dawn of a New Succession, August 28, 2019

Whether it involves preparing to capture the value of a lifetime’s worth of work, handing it off to another generation, or creating a lasting philanthropic legacy, more business owners need expert succession planning guidance today than ever before.

That imperative brought two dozen business-valuation experts, lawyers, wealth managers and other relevant players to the offices of UBS Financial Services on Aug. 13 for the 2019 Wealth Management Industry Outlook assembly.

The panel explored a range of issues that confront potential sellers and buyers in a highly active market. More than just the business fundamentals, though, the assembly explored the psychology behind a business sale, the possible pathways that give meaning and purpose to an owner’s life after the sale, and the relationships that are keys to maintaining a successful enterprise for buyers.

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