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Succession Planning Essentials |
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| Succession Planning Essential for Long-Term Advisory Growth |
| Data shows many small business owners continue to work later in life, making them ripe targets for retirement advice and deep support with succession planning and wealth transitions.
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| A Mere 27% of Advisers Have a Formal Succession Plan |
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When it comes to valuing and transitioning their business, 61% of advisers have a goal for the value, and 48% used a recurring revenue multiple to calculate that goal.
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| An Alternative to Traditional Succession Planning |
| A lack of succession process readiness, along with valuation issues, makes selling an independent advisory practice unfavorable for many advisers, says a new CLS Investments analysis.
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| Home Offices Must Get More Active In Staff Succession Plans |
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Troubling, many of the companies that say they have formal succession planning programs in place in truth dedicate very few hard-dollar resources, if any, to help.
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| ESOPs Present Business Transition Planning Opportunity |
| Some ownership transitions are designed to wring every last dollar possible out of the business, but this is simply not what ESOPs are about.
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