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EXCLUSIVE RESEARCH: Succession Planning Secrets
How to overcome common obstacles to succession planning by taking an intentional approach and knowing what resources to tap for assistance.
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1A succession plan is more than an exit plan. Read more
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2Nearly all advisors (95%) said that finding a successor who was both ethical and the best match for their clients was critical or very important. Read more
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3These first four tips address finding the right match, the valuation process, facilitation, and financing options. Read more
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4These three tips address getting advice, creating documentation and coordinating the transition. Read more
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5There’s a lot at stake when transitioning an advisory business to a new owner. Read more