Going through a family succession plan as a successor to building your own vision of the future with Charlotte Geletka

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Going through a family succession plan as a successor to building your own vision of the future with Charlotte Geletka

Charlotte Geletka is the proprietor and managing associate of Silver Penny Monetary, an Atlanta-based hybrid RIA the place Charlotte personally oversees $ 140 million for 150 households. After Charlotte purchased the corporate from her father, she took over the present enterprise mannequin and constructed the corporate based mostly on her personal imaginative and prescient to take the corporate to the subsequent stage.

Hear how she shares her expertise of shopping for an older firm from her father, how she set a good worth for the corporate, and why she intentionally structured her dealership-funded take care of an accelerated 3.5-year return. We may also delve into why management abilities are necessary to an organization’s continued success, in addition to why it is very important encompass ourselves with different like-minded monetary advisors who search to succeed.

Efficiency notes and extra data may be discovered at: https://www.kitces.com/242

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