Today I am delighted to welcome Paul Lally to the show! Paul is a Principal at Wipfli where he leads Wipfli’s multi-disciplinary team offering services to the wealth and asset management industry. Leveraging more than 30 years of experience, he helps clients navigate the growth and long-term success of their business. Paul discusses businesses operating at PRIME, being agile for a changing world, and building transition plans way before someone is ready to exit. He goes in depth on how to manage KPI's, and continues the conversation from his webinar with Oak Street Funding Founder and CEO, Rick Dennen.