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This tool is designed to help you understand the important milestones that a successful business owner can achieve in helping to transition their business and/or its value to the next generation. It outlines 10 steps in the process and gives key questions in each area to guide conversation and to orient decision making.
T. Randall Fairfax, CFP® is the Private Wealth practice leader with Highland Consulting Associates, Inc. located in Cleveland, OH. Randy received his degree in Accounting and MBA in Finance from the University of Akron. Prior to joining Highland, he was a principal of a wealth advisory firm and in the private client group of a large national bank. He has over 30 years of financial advising, business consulting, and wealth management experience. Randy and his wife, Courtney, have three children and four grandchildren.