Want to know what sets successful businesses apart?
Join us in the latest Fine Print episode, where Julia Sexton, Director of Strategic Organizational Planning at Succession Resource Group, unravels the complexities of strategic organizational planning. David and Julia’s conversations offer invaluable insights for independent advisors aiming to boost their business value, growth, and sustainability.
Key Highlights:
- Discover how nurturing talent fuels business expansion
- Dive into the secrets of effective compensation plans that drive success
- Uncover how the right mix of incentives can keep top talent thriving
- Find out how intangible rewards can drive real business impact
- Explore innovative strategies for employee motivation and engagement
- Learn how smart vesting aligns with company growth and employee loyalty
- Discover the transformative potential of equity plans in shaping business futures
- And much more!
Connect with David Grau Jr.:
Connect with Julia Sexton:
About Julia Sexton:
Julia, SRG’s Director of Strategic Organizational Planning since 2023, specializes in guiding clients toward long-term success through tailored contingency and employment programs. With a comprehensive approach, she crafts individualized employee and owner compensation plans, structures equity rewards for sustained business goals, and supports growth initiatives through entity formation and M&A. Drawing on 5 years of experience as a certified business appraiser, Julia has completed over 2,000 valuations and facilitated 200+ successful mergers. Holding a CVA designation and a Bachelor of Science in Business Administration from the University of New Hampshire, Julia is a member of NACVA. Based in Providence, Rhode Island, she enjoys outdoor activities with her husband and golden retriever, engaging in competitive CrossFit, and unwinding on the beach with a good book.
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