Managing the Largest Transfer of Wealth in History

In this episode of The Hot Seat, David Zickler wakes us up to the fact that we're getting ready to witness the largest wealth transfer in American History. David is a VP at Brown Brothers Harriman. This interview is filled with value for transportation business owners. We walk through what families can expect when setting up their succession planning, the role of a wealth advisor and investment banker during this succession, and the potential effect of current geopolitical issues on the transportation M&A environment.    Interested in selling your transportation business? Click the link below to see our process and find out if we can help you achieve your business goals.  https://www.thetenneygroup.com/our-process/