We pride ourselves on a tight-knit culture that offers the personalized support you'll need to expand your practice as your goals evolve and, eventually, pass it on as you see fit. When you’re ready to grow, we’ll help you through each stage of acquiring another practice or book of business. And when you’re ready to retire, we’ll help you establish a business succession plan – building long-term value that will one day help you maximize the rewards of your years of hard work.
We’ll offer you strategic guidance for each facet of the planning process, including:
We’ll help you through the process of catastrophic succession planning, asking you hard questions and offering support as you develop a business continuity plan and establish a catastrophic succession agreement.
Our long-term succession coaching is focused on the near term – we encourage you to start early to give you and your successor plenty of time to feel comfortable with your plan and to ensure a smooth transfer of ownership.
For advisors looking to expand, we offer strategic acquisition coaching to help you outline and execute your own acquisition strategies.
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