Succession Planning

The advisors we work with are increasingly interested in planning for an eventual business succession. Our succession planning resources truly assist advisors make critical and smart decisions regarding their future and the future of their business and clients. Along with Cetera, we assist with the following services:

  • Planning for a successor
  • Recommending sources for obtaining a formal valuation for your practice
  • Recommending resources for structuring a succession plan agreement
  • Creating a transition plan from you to another advisor
  • Assisting with funding options for the buyer
  • Helping you execute your transition

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