In a recent podcast episode of In The Growth Space, Sean Gibbon and Lou Colella share their thoughts on exit and transition planning alongside David McGlennen. The discussion covers the basics of what exit and transition planning entails, the considerations for “what’s next?” and an exploration of the “5 D’s.”
Any discussion of client experience in this podcast is hypothetical and presented to illustrate the experience JFS Wealth Advisors has and the types of services it provides. JFS Wealth Advisors does not know whether its clients approve or disapprove of its services.