Family Business Succession Planning

Business Advisors

Business Owners Want to Talk…Help Start the Conversation

Tom knows that business owners are relieved to hear the solution to a problem that is an emotional quagmire. He has seen first-hand how leaving succession planning too late – until a family member has a health crisis or dies – can destroy family wealth and relationships, almost always in that order.

Few speakers can shake things up and get business owners thinking about succession planning like Tom. He’ll help you start conversations with your clients and, in turn, start conversations between clients and their families, conversations he knows from experience they would otherwise avoid.

Tom draws on his considerable experience as a fourth-generation family business owner to bring a completely new and timely message to aging business owners – who will need the proceeds from the sale of their business to fund their long retirements.

Wealth managers, lawyers, accountants and insurance professionals all have family business clients who need Tom’s help. Hire Tom to speak to business owners or advisors.

Book Tom to Speak

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