SUCCESSION PLANNING
FOR ADVISORS
An Advisor’s planned transition of leadership to their Successor.
Succession Plan:
Focused on Solo Advisors and Small Firms:
Discover a tailored approach for small teams and individual advisors, standing out from sea of enterprise-focused options.A Holistic Approach to Succession:
Prepare for seamless business transition with our holistic succession planning strategy including both personal and business readiness criteria.Fiduciary Duty:
Ensuring a robust Succession Plan is a crucial aspect of an advisor's fiduciary duty—committing to a long-term client relationship that extends beyond the advisor's tenure, safeguarding the client's financial well-being for generations to come.
SUCCESSION PLANS FOR ADVISORS
What to Expect
Initial Engagement: $4,200 + Assessment Fee
(excl. Legal Fees)
Our process begins with an Initial Engagement of a 12-hour Bundle at a discounted rate of $350/ hour + Assessment Fees.
Depending on complexities and timelines, many clients choose to continue working with us for additional 12-hour Bundles.
Whether considering an internal Succession Plan or M&A solution, gain clarity and momentum toward a smooth transition that aligns with your unique success criteria!
This engagement begins with comprehensive Buyer/Seller Readiness Assessments + Business & Personal Readiness Roadmaps with prioritized action items + individual/team coaching calls + more!
MEET YOUR EXIT PLANNERS:
BROOKLYN H. BROCK, CFP®, CEPA®, CHFC®, CKA®
Lead Exit Planner
TIFFANY LEE, CPRC®
Associate Exit Planner
