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Succession Planning
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Friday, March 9, 2018

Succession planning affects everyone who has an interest in the business—business partners, family members, and key employees.

It is critical to have meaningful discussions about often overlooked issues, such as who the ideal successor should be, what is the value of the business, and what is the timetable for transition. David Jacobs, The Jacobs Team, will share ideas on how to develop a succession plan that can help ensure a smooth transition according to your vision for the business' future.


From quarterbacking the defensive unit of the 1964-65 American Football League Championship Buffalo Bills, former NFL middle linebacker, Harry Jacobs, successfully took his leadership and team-building skills from the gridiron to what has become The Jacobs Team, "TJT."

Since 2002, The Jacobs Team has thrived under its new President, David Jacobs.

Today, The Jacobs Team staff consists of experienced professionals with a "hands on" approach to financial analysis and design.

About David Jacobs

David is a Principal of TJT Consulting / The Jacobs Team, its president since 2001. Earning a BS in Marketing from Canisius College in Buffalo, NY, his practice focus is in business succession. He is a consistent MassMutual Top of the Council producer and lifetime Million Dollar Round Table member. David traveled to Zambia, Africa with World Hope International for Christian missionary work.

About Rob case

Rob has been in the financial services industry in sales and management since 1984. A graduate of the University at Buffalo, with a BA in Economics, he has been serving executives and business owners with succession and estate planning issues. A resident of Orchard Park with his wife Pat, he is a member of the Lions Club, the Trails Task Force, a board member of NAIFA Buffalo, and past President of the Buffalo Chapter of the Society of Financial Service Professionals.


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