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Welcome to the third bonus episode of the Symmetry Delta Podcast about succession planning. I’m Casey Dylan, Director of Communications at Symmetry Partners. Once again, I’m sitting down with Patrick Sweeny, Principal and Co-founder, and Robert Martin, Managing Director, of Apella Capital, LLC. In this episode, we’ll talk about creating a successful exit strategy, and, avoiding complacent behaviors that could lead to missed growth opportunities.

Thank you very much for listening to The Symmetry Delta Podcast for Evidence Based Investing. Visit us at www.symmetrypartners.com. You can also find us on Facebook, YouTube, Twitter, or LinkedIn under Symmetry Partners, LLC. If you have any questions or would like more information – give us a call at: 800.786.3309.

Symmetry Partners, LLC, is an investment adviser firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. No one should assume that future performance of any specific investment, investment strategy, product or non-investment related content made reference to directly or indirectly in this material will be profitable. As with any investment strategy, there is the possibility of profitability as well as loss. Symmetry does not provide tax or legal advice and nothing either stated or implied here should be inferred as providing such advice. The information provided is for educational purposes only.

Symmetry Partners, LLC and Apella Capital, LLC are affiliated entities.