Read what people are saying about the Succession Planning Roundtable:


I am proud to host the quarterly Succession Planning Roundtable at Senn Dunn, a Marsh & McClennan Agency. We recognize the importance of planning and preparing for mergers, acquisitions and business transitions and the critical role that risk and insurance can play to offer stability and confidence during times of change.
The Succession Planning Roundtable is a unique and timely opportunity to gain valuable insight from exposure to other financial service professionals who serve similar clients and businesses.
I always gain new perspective at the SPRT events. As a panelist, I have made new connections that have benefitted my clients. And it is always helpful to have a fresh look at tough problems.
The entire mission of succession planning is very important and often overlooked. This is why the Succession Planning Roundtable is an extremely beneficial forum where like-minded professionals can come together and share ideas and experiences. The greatest value I’ve gained is having that unique breath of experience when I’m at the round table.