Succession

"Hi, I'm Lacey Jordan. My business partner Tracy Thornlow and I were concerned about the worst-case scenario: what if something happens to one of us and planned succession way down the road? By joining Summit, they've developed departments that can support us in establishing a succession plan and support so that we can continue to serve our clients and have our staff thrive, grow, and expand their roles by using people with specific expertise. It's a perfect fit and a perfect solution for us and, therefore, for our clients."