Sunset vs. Succession: Realizing the Value of a Career in Financial Advice

Plan Your Exit with Full Information

In recent years, expanded access to capital and advances in advisor technology have allowed independent practices to become increasingly transferable. This gives selling advisors more options in exiting the business and transitioning their practice to a successor.

To help you plan for your exit, this white paper provides a close look at the benefits of independence followed by a sale of the business to a successor, as opposed to a traditional corporate sunset plan.

Fill out the form to download the report.