Sponsored by United Planners
If you’re like most advisors, you do a great job planning for your clients, but you haven’t given much thought to what will happen to your practice when you retire, or if you don’t make it back to the office from lunch one day.
In this white paper, United Planners has taken lessons learned over years in helping advisors develop their own transition strategies to provide these guidelines for a successful succession planning process. Learn more about:
• Choosing a transition strategy
• Finding the right successor
• Valuing your practice
• Contracts and timetables
