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What is Succession Planning?

Succession planning means different things to different people. For some, it’s listing a business for sale. Some look for a partner to join and eventually sell to. Others bring on employees and groom them as junior partners and eventual successors. Still others plan to die with their boots on, having established a plan for where their clients go when they are no longer around.

SUCCESSION | FINANCIAL ADVISORS

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Additional articles, podcasts, videos, presentations and resources on financial services, M&A, succession planning and business law are coming soon.

ARTICLE

Wealth Care for the Advisor:
Practicing What You Preach

Financial advisors spend their careers helping clients build, protect and transition wealth. But what about their own business? Treating an advisory practice as a valuable asset means understanding its value, protecting it through continuity planning and preparing for an eventual succession.

Asset Purchase Playbook

Succession planning means different things to different people. For some, it’s listing a business for sale. Some look for a partner to join and eventually sell to. Others bring on employees and groom them as junior partners and eventual successors. Still others plan to die with their boots on, having established a plan for where their clients go when they are no longer around.