Succession Planning Services-SPS can help by preparing for you an independent, third party valuation in order to determine the true market value of your business.
An acquisition is the quickest way to grow your business. Finding a profitable practice can be difficult and very time consuming. Succession Planning Services-SPS offers the tools and advice necessary to make the process as quick and rewarding as possible
For most successful advisors, protecting their family and leaving a legacy is the most important aspect when selling their practice. While price and terms are important, the fit between buyer and seller is the paramount consideration.
Potentially earn hundreds of thousands more in selling your practice, while reducing your costs
Why work with Succession Planning Services-SPS ?
In Succession Planning, Failure is NOT an option !! Without a plan you will lose all of the equity you have worked so hard to build up in your practice. Therefore, protect your family & your wealth and implement a Confident Succession Plan today. As an advisor, you have planned for others, now plan for yourself !!!
At Succession Planning Services-SPS we are an independent consulting firm specializing in succession planning, business valuation, continuity planning & acquisition needs for financial advisors and registered investment advisors. As a company that specializes in helping financial advisor practices, we will give you the tools needed to properly protect your firm, value your practice and transition your business, either now or in the future. You want professional leadership from an advisor who understands the unique characteristics of the industry when selling, buying or transitioning a financial advisory practice. That is exactly what Succession Planning Services-SPS offers. We can help you implement succession strategies for both sellers and buyers of practices through identifying and introducing prequalified candidates, as well as, protecting your clients, your family & your practice.
As a former Ameriprise financial advisor and a CPA, I know the importance of having a Succession Plan in place. Unfortunately, over 70% of financial advisors have NO Succession Plan in place to protect their family and to create a lasting legacy!!! A Succession Plan is of little use if it only exists in the business owner’s mind. It needs to be formalized in writing and communicated to family members, key partners & key employees. The Succession Plan should include a timetable of key events or triggering events that could or will happen. Specifically, what course of action the practice owner plans to take, when & how. In summary, as an advisor you have planned for others, now plan for yourself !!!