Since 2006, we have had a strategic relationship with The Executive Planning Group (EPG) and are excited to introduce them to our clients with business succession needs. The staff at EPG help guide and implement solutions for your business succession needs. Their team is particularly adept in addressing the unique needs of closely help businesses, their owners and executives. Particularly, making the complex simple.
For clients and key people looking to transition within or out of their business, Murray Securus Wealth Management and EPG can serve as the first stop in discussing what steps are necessary to provide the most flexible and predictable plan.
A little about Lou and Drew:
Lou Grammes, CFBS, CLU, has been working with us since 2003 and has served as our special resource in discussing succession planning. Lou has a reputation of making the complex simple and dealing with “family dynamics” for those businesses that are closely held by family. He has over 50 years of experience and has never had a succession plan not be successful.
Drew Yerger, CFBS, has been working with Lou since 2009, and intensively in succession planning since 2011. Drew holds the Certified Family Business Specialist designation, as does Lou. Drew works with closely held businesses to review business evaluations, executive/ownership pain points, incentives and succession planning. Through Drew’s experience, he discusses the nuts and bolts of succession planning, the technology tools available to make the complex easier to understand and to help accomplish the goals with pivots along the way.
Below are some educational tools that can serve as both introduction pieces as well as areas of commonly overlooked planning concepts.
Check the background of MML Investors Services, LLC on FINRA’s BrokerCheck. https://brokercheck.finra.org/
Securities, investment advisory and financial planning services are offered through qualified
registered representatives of MML Investors Services, LLC. member SIPC. (Add Supervisory Office
address and phone number). The Executive Planning Group (EPG) is not a subsidiary or affiliate of
Murray Securus Wealth Management or MML Investors Services LLC.