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Your succession planning team: How to get the best out of your advisors

It takes a team

At some point, every business owner utilizes the assistance of a professional advisor. This becomes particularly important at times of transition or when trying to develop a succession plan. The success of your business, and the successful transition may or may not be enhanced by the advisors you choose. The assistance you need will vary at different stages and advice may be needed in a multitude of matters like; legal, tax, finance, business strategy and growth, succession, family ownership issues, etc. Good advisors need to be much more than experts in their field, so join us to learn how to choose, evaluate and leverage your own team of trusted advisors.

What you'll learn

  • Select the right advisors
  • Understand your role in managing your advisors
  • Avoid mistakes business owners make when engaging advisors
  • Recognize red-flags that tell you to "run away"
  • Structure the agreement and manage the fees

Who should watch

  • Business owners
  • Executives

Additional information

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Connect with Marjorie

Marjorie Engle
Senior Vice President,
Organizational Development & Family Business Services

Marjorie Engle's extensive expertise in board governance, executive coaching, organizational analysis and succession and strategic planning has helped closely held and family-owned entrepreneurial businesses throughout the nation succeed.

One of the few consultants in the central US specializing in family business matters, Marjorie holds a Certificate in Family Business Advising from the Family Firm Institute (FFI). The FFI has recognized her expertise and contributions in the area of family business management by naming her an FFI Fellow. She is also a certified coach with Family Business Partners and associate director of the Kansas Family Business Forum, hosted by Wichita State University's Center for Entrepreneurship.