Continuity & Succession Planning

Identify and implement strategies to protect and ensure the long-term success of your practice.

Continuity Planning

A continuity plan protects your business from unexpected events such as death or disability and can provide your family with peace of mind. Learn how we can help you name a temporary guardian to step in to run your business immediately, provide uninterrupted service to clients, manage ongoing operations, and more. We have the experience and resources to help you create a continuity plan tailored to meet the needs of your family and your clients.

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Succession Planning

Create a plan to leave your practice on your own terms. The objective of a succession plan is to monetize business equity, ideally capturing the full value of your life’s work and using the proceeds to fund your retirement. Staying in the business too long is the equivalent of slowly watching your business fail. Effective succession planning allows you to leave a legacy and provide for the continued care of your clients and their loved ones.

Protect & Prepare

Leverage exclusive educational content to learn how to establish continuity and succession plans through the Succession Planning & Acquisition Center.