How Will Your Firm Survive Without You?

An Advisor Succession Planning Case Study

Successions are complex undertakings that can be drawn out and uncomfortable. But the cold, hard fact is that no one can run their firm forever, and we need to plan for that inevitability.

In this whitepaper you'll learn:

  • How to align your business vision with your plan
  • How to properly structure your plan
  • Steps to develop an executable action plan
  • How to consider both short- and long-term continuity plans