Perspectives on
Succession Planning

A succession plan needs to be more than an exit strategy that helps advisors capture the value they’ve built in a successful business.

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What Holds Back
Succession Planning?

With a growing number of advisors looking to exit the business, what obstacles keep advisors from developing their own plan?

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Succession Planning Secrets

Overcome common obstacles to succession planning by taking an intentional approach—and knowing what resources to tap for assistance.

Putting Together A Succession
Plan - Part 1

The first phases to a succession plan include how to find the right match, the valuation process, facilitation and financing options.

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Putting Together a Succession Plan - Part 2
These useful tips for finding a potential successor address getting advice, creating documentation and coordinating the transition.

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Changing the Dynamic Around Succession Planning

For advisors who’ve spent years building a successful business, there’s
a lot at stake when transitioning the business to a new owner.

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