Succession Planning


Complimentary Consultation


Succession Planning


Complimentary Consultation

 

According to a recent Financial Planning Association poll, a shocking 73% of financial advisors have not prepared a succession plan, despite 93% realizing that lacking a plan poses a substantial risk to their financial survival.

According to a recent Financial Planning Association poll, a shocking 73% of financial advisors have not prepared a succession plan, despite 93% realizing that lacking a plan poses a substantial risk to their financial survival.

Those who view their succession as a singular event, as compared to a process, will likely compromise their objectives when it comes time to exit. AdvisorLaw offers all of the guidance and services necessary to help you formalize a plan that reflects both your best interests and those of your clients.

We provide complimentary business valuations, successor/partner sourcing, contract preparation, and more.

If you’d like to learn more, give us a call today at (303) 952-4025, or simply complete the form below for a complimentary consultation.


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