How to Successfully Transition a Family-Owned Business – Worth Book Club

Our advisors, Marshall Rowe, James Fitts and John Weeks celebrated the release of their new book, Your Next Adventure: Planning for Life After the Sale of Your Business. The event featured a conversation between our advisors and Worth’s CEO, Juliet Scott-Croxford, focused on the process of transitioning the ownership and management of a family or closely-held business.

Watch this video highlight to learn more about what a transition plan should include, the importance of aligning “the three clocks”, and building a long-lasting legacy. The Worth article summarizing this event can be found here.

To view the full conversation, please click here.