Have you thought about transitioning out of your business and passing your company down to the next generation? The next generation might be your daughter or your son or it might be the great young leaders at your company.
Our guest today, is Russ Clemmer, a legacy planning expert. He shares with us his company’s 3-Win Formula to ensure all stakeholders of the business are part of the transition.
Russ is the President of Legacy Advisory Partners and helps business owners successfully transition out of the business to the next generation of company leaders. Russ has a great background as an investment advisor, company leader, a former school teacher, and now helping owners transition out of their business. . Russ has his MBA, Series 7 and Series 66.
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ABOUT OUR GUEST:
Russ Clemmer is President of Legacy Advisory Partners. Russ is a Registered Representative with Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. He joined the firm in 2014 as an investment adviser and leads Legacy’s business consulting services in addition to working closely with David and Marc on retirement plan management. Previously, Russ served in a private school near Charlotte, NC for eight years as a teacher, administrator, and coach. He also founded and directed the 4-Key Leadership Program for high school students. Legacy provides private, one-on-one financial consultation to members of the Alpharetta Safety Department as a complimentary service. Russ lives in Alpharetta, GA with his wife, Lauren of Atlanta, GA. Russ is a Lowcountry native growing up on Hilton Head Island. Together they have four children, Hobie, Johnny, Caroline, and Beau. Russ and Lauren are members of First Baptist Church Alpharetta. Russ enjoys spending time with his family, Clemson football, and lazy days at the beach.
He is a graduate of Columbia International University (B.A.) and Gardner-Webb University (M.B.A.). He holds a Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination).
ABOUT BIG SKY FRANCHISE TEAM:
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