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Gerald C. Grant Jr.Gerald C. Grant III, CFP, MBABrian D. Heckert, CLU, ChFCDonald F. White Jr., CLU, ChFCMichelle L. Bender, CFP
Gerald C. Grant Jr.
Gerald C. Grant III, CFP, MBA
Brian D. Heckert, CLU, ChFC
Donald F. White Jr., CLU, ChFC
Michelle L. Bender, CFP
Aug 24, 2021

The keys to successful succession planning

Whether you’re looking to grow your practice by buying a book of business, build your practice’s value in preparation of a future sale or pass down your practice to the next generation, it’s important to have a plan. A panel of four MDRT members address all three scenarios from their own personal experiences with succession planning
Business planning and continuity
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Author(s):

Gerald C. Grant Jr.

Gerald C. Grant III, CFP, MBA

Brian D. Heckert, CLU, ChFC

Donald F. White Jr., CLU, ChFC

Michelle L. Bender, CFP