A More Profitable Exit

Join Donald Cooper, Speaker and Business Coach, to learn everything you need to know to design your succession plan.

Get the best price for your most valuable asset.

Be confident in your future

In this on-demand webinar, succession planning consultant Donald Cooper shares his best practices for building a strong, sellable business that will continue to produce rewards over the long term for you, your clients, and your successor.

For most independent advisors, putting a sound succession strategy in place is challenge. From defining goals and finding the right buyer to managing a complex transition, you need a comprehensive plan to fully realize the value of the business you’ve carefully built.

Watch this on-demand webinar and download our bonus planning templates
to get the best price for your most valuable asset.

Find a Successor

Map Succession Strategy

Increase Enterprise Value

Exit on your Terms

What's inside:

Succession planning consultant Donald Cooper breaks the process down into simple steps based on his 25 years experience helping advisors achieve profitable exits.

We've included all the guidance you need: