
SIX TIPS FOR EFFECTIVE SUCCESSION PLANNING
What is Succession Planning? Succession planning is a strategy for identifying and developing the leaders of the future of your advisory business. It is used
What is Succession Planning? Succession planning is a strategy for identifying and developing the leaders of the future of your advisory business. It is used
Who’s next in line to carry forward your legacy with the same grace and poise? To take care of your esteemed clientele with utmost concern
Imagine that on the eve of your wedding, you make a plan to divorce your spouse, on friendly terms, in about 15 years. During those
We understand that business owners are so busy addressing today’s economic challenges that they can overlook the critical task of Exit Planning. We also understand
“I can’t play golf every day.” “My wife wants to see more of me — but not at every breakfast, lunch, and dinner!” “What do
There is a strong case for creating a Buy-Sell Agreement for co-owned businesses. If owners agree about how to appraise business value and set the
When we talk to business owners about the value of Exit Planning, we are talking about orchestrating a business exit that fulfills their unique personal
I never worry about action, but only about inaction. –Winston Churchill “I haven’t decided what I ultimately want to do with my business, when I
If you co-own your business, the business-continuity agreement (or buy-sell agreement) is one of the most important documents that you will sign. If you have
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