In this episode, I chat with Lou Perta. Lou is a Founding Partner of PTP, a business that combines the strengths of it’s business advisory team with the accountability and accuracy of it’s compliance team to create it’s uniqueness. The PTP. mission is “Creating Dreams Worth Fighting For” – and it is with this mission in mind that their team of over 35 staff come to the office every day to make a reality for their clients.
Lou is a down to earth, pragmatic and passionate guy who get joy from seeing his team and his clients achieve their dreams. He has a wealth of experience and generously shares many insights including business succession planning with us throughout this conversation.
In this episode we cover:
- Having clarity on what’s important
- Leading a multi-generational team
- Communication as the key to success
- Tips for Succession Planning