Name
Case Study #3 - Industry Status/Evolution: What Will the Next 7-10 Years Bring for Our Firms?
Date & Time
Tuesday, December 3, 2024, 1:50 PM - 2:25 PM
Description

Industry Status/Evolution: What will the next 7-10 years bring for our firms? Where do we fit in/want to be/how do we get there? || Jeff Casey, CG Financial 

  1. Current landscape effect of Private Equity/Aggregators  
  1. Organic succession issues/solutions  
  1. Firm definition/vision or lack of  
  1. Risks & Opportunities/Vendor Landscape