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Learn how to protect
your practice

According to Cerulli Associates’ Advisor Metrics 2014 report, 49 percent of independent advisors have a continuity or practice succession plan for unexpected business disruptions. And, those who are affiliated with a broker-dealer, are more likely to have a written plan.*

Whether immediate or planned, there comes a time when a transition is necessary.  A strategic practice succession planning program can preserve your legacy, protect your clients and extract your hard-earned equity.

What should you focus on in your practice succession plan?

  • Creating a succession roadmap to help achieve your long-term business objectives
  • Protecting the value of your practice by defining  personal retirement goals
  • Clearly communicating your firm’s direction to clients, employees and referral sources once you exit the business
  • Defining your vision for  exiting the business on your terms

Get started now by reviewing Navigating Practice Succession (PDF) , a six-step roadmap that explains how to navigate and plan for a practice succession.

*The Cerulli Report, Cerulli Associates, Advisor Metrics 2014