Dale Gillmore of Quest joined us on Good Morning LKN to break down how business owners can plan for the future through the four stages of explore, grow, change, and legacy. He shared insight into the massive generational wealth transfer happening right now—what some are calling the “silver tsunami”—and how family businesses can navigate ownership transitions, succession conversations, and long-term planning with clarity instead of stress. Dale will also be leading a family-business succession panel at the Smart Business Dealmakers Conference in Charlotte.

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