Buy, Sell, or Hold
A Succession Planning Panel
Moderated by Suzanne Patrick-Lawrence
Featuring Buyer by Evelyn Zohlen, CFP®
Featuring Seller by Jim Johnson, CFP®
Featuring Hold by J.D. Bruce
During the Quarterly Education Meeting for the Financial Planning Association of Orange County (FPAOC), Suzanne Lawrence was chosen to be the moderator for the Buy, Sell, or Hold — A Succession Planning Panel.
The Panel of three industry veterans was informative as they shared their ins and outs of their succession planning experiences.
Featuring Buyer, Evelyn Zohlen, CFP®, Inspired Financial has discussed her experience as a buyer of a practice, focusing on women in transition.
Featuring Seller, Jim Johnson, CFP®, Lighthouse Financial Planning, is an advisor who sold a practice over numerous years so he shared his experience on how he structured his deal.
Featuring Hold, J.D. Bruce, Abacus Wealth Partners, as an acquirer of practices with $2 Billion under management, he had so much to share.