secrets of succession


Secrets of Succession

As an advisor, you have likely built a business of substantial value. Unlike other businesses, your most valuable asset is the relationship you’ve built with your clients, which commands time and commitment to ensure a successful transition near the end of your career. Understanding your value, key drivers and detractors, and how to develop a strategy to receive the value of your practice is becoming increasingly important and challenging. Succession Resource Group provides the:

  • Most up-to-date market data on the value of your business,
  • How financial services business can and should be valued,
  • Succession Planning Mistakes
  • Current deal terms,
  • Recommendations for improving your value,
  • 3 tips when selling, and
  • 2 pitfalls every advisor should avoid