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Adam A. Solano Jr., CRPC
Adam A. Solano Jr., CRPC
in Top of the Table Annual MeetingFeb 5, 2021

Succession is an adoption, not an acquisition

In 2007, a semi-retired colleague Solano only knew casually called and said, “I’m looking to sell my book of business and I’d like to discuss it with you.” Solano excitedly agreed. Thirteen years and four additional acquisitions later, Solano has learned that succession planning is more of an adoption than an acquisition.
Business planning and continuity
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Author(s):

Adam A. Solano Jr., CRPC

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