Contingency Planning

SRG has the experience and resources to help create a plan to ensure your clients are taken care of, preserve the business and value you have worked so hard to build, and protect your beneficiaries. Whether you are creating a contingency plan to sell the business at the time of your passing or disability, do not have a contingency partner, or creating a written plan with a partner, key people inside your company, a peer/competitor, we can help by leveraging our years of experience, industry specific form agreements, and passion for helping advisors.

 

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Next Steps

Next Steps

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