Your Destination Hybrid Partner With Offices Nationwide Since 1987

Securing the Future of Your Practice

If you are 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 die.

Download your complimentary white paper and learn the keys to creating an efficient succession plan!

Open Architecture

This white paper provides insight into the following important transition strategies and processes:

  • Choosing a transition strategy (succession or continuity)
  • Finding the right successor
  • Valuing your practice
  • Establish contracts and a timeline

Crafting a formal, written succession plan is essential to preserving the value of an advisor’s practice. Yet some 93% of advisors don’t have a legally binding contract in place for their succession.

Download this complimentary white paper and get the process started!

Complete the form to access your free white paper