FINANCIAL PRACTICE FOR SALE

The Financial Practice Sales Team provides advice and guidance to advisors in the areas of business continuity and succession planning. Regardless of where you are in the lifecycle of your business, succession planning should be considered well in advance of any future events that will affect your practice. The outcomes of these events often depend on the strategies you implement today. It should not only address the long-term goal of retirement, but should also focus on contingency planning for unexpected events. A proactive approach is important to ensure continuity of service to your clients, an efficient transfer of your business, and consideration for the people or staff who depend on you. As an advisor and business owner, there is no better time than now to create your business succession plan... Brokers are quickly learning that their largest asset is the business they have spent their life building. Let us help you evaluate the true value of your practice. In addition to..

Also known as: Financial Practice for Sale LLC