Succession planning begins 5-10 years before turning over the keys.

Microsoft recently published a case study profiling Lockton Affinitys implementation of a new e-commerce platform.

Most agency owners dream of either selling their company or passing it onto the next generation. Whatever the plan, the goal is a successful transition for all involved. As with any long-term strategic planning, youll need to establish business and personal goals as part of the process.

How does your client feel about working with you? What is the client experience really like?