About the Session

Speakers: Lauren Evans & Scott Epstein, Pinyon Environmental; David Cohen, Matheson Financial Advisor

Behavioral, career, and investment goal differences among the generations are frequent obstacles to successful leadership succession and ownership transition. Current leaders often see themselves as stewards of the firm and want to identify and cultivate the next tier to perpetuate the firm. This requires the current and future generations to work together. This panel will provide perspectives from a real-world transition on what works, strategies for implementation, and potential pitfalls related to a successful internal ownership transition, expansion, and succession program.