Plan for the Unexpected
Creating a contingency plan is one of the most important — and most overlooked — things you can do as a business owner, especially in a highly regulated industry.
We create simple yet effective turnkey solutions for financial services professions (independent RIAs, financial advisors, accountants, and agents) looking to protect their clients, family, and their business by leveraging years of experience, industry-specific form agreements, and strategic planning resources from SRG.
Contingency Plans for Financial Professionals
3‑minute read
A quick overview of the main types of contingency agreements (buy‑sell, reciprocal, retainer) and when each structure makes the most sense.
Death/Disability Considerations – Ep. 21
30-minute listen
A candid discussion on what most advisors overlook in their death and disability planning, and how to avoid leaving your clients and family with chaos instead of a clear plan.
Contingency Planning FAQs for Finical Advisors
5‑minute read
Straightforward answers to the questions advisors ask most: partners, valuation, discounts, funding, taxes, and what happens if your chosen partner can’t follow through.
