Investment Adviser Firm Succession Planning

sucession planning

If you own an investment adviser firm and haven’t yet created a succession plan, you’re not alone. Yet, not planning ahead for the future of your firm can put your firm - and your own future - at risk.

  • How can you maximize the greatest value for your firm?
  • How do you determine its value? How do you identify the right buyer?
  • What is the right time to sell or transition your firm?
  • When is the right time to start succession planning?

These and other questions are explored in this overview on succession planning for investment adviser firms.



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