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Business Roundtable Summary: How Leadership Transition Goes Beyond Succession

Jun 03, 2019

This year's Business Strategies Roundtable in Minneapolis covered a very pressing topic for many leaders: business transition. An often emotional topic for private companies, family businesses and even public companies, succession planning is key to a business’s long-term success. But there’s more to it than you might think.

Wipfli LLP, Wipfli Financial Advisors and Messerli Kramer were once again proud sponsors of the fifth annual roundtable (with Twin Cities Business Magazine as the media sponsor). Approximately 150 Twin Cities business leaders attended to hear the thoughts and strategies of the leaders of four established, Minnesota-based companies that have either a solid history of going through leadership transitions or often work with companies going through one.

Jason Muhlstein, Wipfli’s Twin Cities market leader, moderated the 60-minute panel and was introduced by Patrick Brault, CPA, CFTA, principal and regional director at Wipfli Financial. Attorney Brett Larson, Messerli Kramer’s Minneapolis Division Chair, then led an engaging Q&A session with the panelists with questions submitted by the audience.

Click here to read more and learn some of the strategies that were discussed.