Three Services Offered:

(1)  Succession Planning
For most successful advisors, protecting their family and their practice is the main reason they setup a Succession Plan.  At Succession Planning Services-SPS, we are experts at helping both buyers and sellers navigate the complexities of transitioning their practice.   The process can be emotional for both the buyer and seller and it involves a significant commitment of time and resources. Normally, you only sell one practice in your lifetime, so you must get it right the first time.   Succession Planning Services-SPS can facilitate the entire Succession Planning process and we will strive to save you both time and money. With our 34 years of experience, we will manage the transition of your practice by providing world class service and innovative solutions. Click here to learn more…

(2)  Business Valuation
Do you know what your business is actually worth? The value of your financial planning practice may in fact be your largest asset.   Understanding what drives this value is critical to making great business decisions.   Knowing the value of your practice is essential to creating an appropriate Succession Plan.  Also, knowledge is power, so implementing the correct tax strategies as it relates to the structure of your practice is extremely important. Click here to learn more…

(3)  Continuity Planning
Continuity Planning is a dress rehearsal for Succession Planning.   It is when an advisor needs to develop a continuity (death and disability) buy-sell agreement. Given that one’s practice is likely an advisor’s largest financial asset, why would you NOT have a protection plan in place?  Failure to plan for the 4 D’s: Death, Disability, Divorce, or Departure has a significant negative impact on an advisor’s family and estate.   Click here to learn more…

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