Contingency Planning Checklist

Make the Uncertain Certain

As an advisor, one of the most important things for you, your clients and your business, is to create a plan in case of your untimely death/disability/loss of license. This will ensure your clients are taken care of in your absence and that your receives the value of your business compliantly. Creating a contingency agreement is a crucial step to planning for the unexpected - but it isn't the only step.

One of the most overlooked elements to create a viable contingency plan to ensure your business lives on beyond you, is to have considered the operational elements of transferring a business quickly and in your absence. Our Contingency Planning Checklist identifies the most critical items advisors should be thinking about and preparing for now.

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