The Succession Plan includes a Strategic Business Vision for the next 3 years intended to grow the company domestically, expand its International sales, and the addition of new product and service lines. The Succession and Transition Plan, and the Strategic Business Vision were developed and implemented by Jay Branson CFP®, ChFC Principal and Co-Founder of Branson, Fowlkes & Company, Inc. Mr. Branson will serve as an Advisor and Board Chairman along with being a Investor/Member in Dataware Holdings, L.L.C.
“I am very pleased that we were able to implement our succession plan this year. I retired once before after a long career as an Executive at Coca-Cola Foods, and now at age 80 I am ready to retire again, this time for good” said Mr. Morgan Anderson, previous President of Art Style Printing, Inc. “I have a great deal of confidence in Ken and his ability to implement the Strategic Business Vision” said Mr. Anderson
“I am very excited at the challenge and opportunity in front of us and can already see some major changes just as a result of a new level of energy and enthusiasm” said Mr. Head. “Mr. Anderson has been a client for over 25 years and unlike many of our other business owner clients, faced the challenge of how to implement a succession plan without a partner, Key-Man, or other obvious Heir Apparent” said Mr. Branson. “We discussed this issue for many years and decided early this year that the best option would be to just create and implement a plan based on Mr. Anderson’s desired result so that the issue would be off his shoulders and he could relax and enjoy life”said Mr. Branson.
About Art Style Printing Inc.
About Branson, Fowlkes and Company, Inc.
Branson, Fowlkes & Company, Inc. provides private wealth management services including, financial planning and investment advisory services to business owners, families, individuals, charitable and private trusts and retirement plans across the United States. These services include the trademarked multi-level approach to investment diversification called D3 The Power of Diversification™
The Label Outlet (http://