![Building a Thriving Financial Services Firm with a Strong Succession Plan [Case Study]](https://i1.wp.com/www.figmarketing.com/blog/wp-content/uploads/2023/06/Next-Program-Highlight-Blog-Header-scaled.jpg?resize=1170%2C682&ssl=1)
Glenn and Lori are the dynamic duo behind a highly successful financial services firm in need of a succession plan for when it’s time to exit their business.
They’ve built an illustrious reputation over the past two decades. Starting as insurance agents, they expanded their offerings to include investment management, wealth and financial planning, and long-term care planning.
As retirement approaches, the future ownership of the firm and ensuring its continuity have become frequent topics of discussion.