Navigating Business Succession: Legal, Psychological, and Financial Perspectives
ACG Columbus September Luncheon September 12, 2024
On Wednesday, September 12, Jen Vessells participated in a panel discussion for the ACG Columbus event at The Boat House. The panel, titled Navigating Business Succession: Legal, Psychological, and Financial Perspectives, brought together experts to discuss the essential aspects of succession planning.
Jen was joined by Zach Hammond (JPM Private Bank), Dr. Melissa Briggs-Phillips (Executive Psychologist & Leadership Consultant), Michael Hunter (APCO Holdings, LLC), and moderator Renee Milyiori (J.P. Morgan Private Bank). Together, they explored key scenarios such as reluctant heirs, ethical dilemmas, and unexpected crises, offering valuable insights on how to preserve a business legacy and align strategies for long-term success.
The panelists brought diverse perspectives, combining legal, financial, and psychological expertise to offer a comprehensive approach to navigating business succession and ensuring a successful transition.