# The Keys to Succession Planning and Business Valuation

Published 2021-06-15 · Updated 2026-05-19 · Professional AV on MarketScale
Canonical: https://www.marketscale.com/industries/pro-av/the-keys-to-succession-planning-and-business-valuation

> On today’s episode of the show, Weaver’s Brad Jay, Partner-in-Charge of Manufacturing, Distribution and Retail Services, brought together three industry leaders, Jon Gormin, Managing Director for Owners Resource Group, Brad Wallace, Principal LKCM Headwater Investments and Curt Germany, Partner In Charge, Valuation Services at Weaver to provide knowledge, insights and best practices from their experiences…

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On today’s episode of the [show](https://marketscale.com/shows/weaver-beyond-the-numbers/), [Weaver’s](https://weaver.com/) [Brad Jay](https://www.linkedin.com/in/brad-jay/), Partner-in-Charge of Manufacturing, Distribution and Retail Services, brought together three industry leaders, [Jon Gormin](https://www.linkedin.com/in/jon-gormin-4aa133258/), Managing Director for [Owners Resource Group](https://www.orgroup.com/), [Brad Wallace](https://www.linkedin.com/in/bradley-wallace-cfa-a38494/), Principal [LKCM Headwater Investments](https://www.lkcm.com/) and [Curt Germany](https://www.linkedin.com/in/curt-germany-jr-cva/), Partner In Charge, Valuation Services at [Weaver](https://weaver.com/) to provide knowledge, insights and best practices from their experiences in business valuation and succession and estate planning.

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