Investment Adviser Firm Succession 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.