Succession

The bottom line is you want a fair price for the business you’ve built. In this article, we share two key insight that can help you think more clearly about how you prepare to succeed: how to assess the value of your book, and how to maximize the value of your book.

So, start with the end in mind and have a vision for your business. Ask yourself, "what do I want my business to look and feel like down the road, what do I want to leave behind?" Consider what the future would look like.

In his latest post, John Novachis answers a question that’s on the mind of many advisors: given the current market volatility, is now the right time to maximize the value of your business ?

In his latest blog, John Novachis, EVP at Investment Planning Counsel sheds light on emerging trends catching the attention of Advisors, but are these the right choice when considering your succession plan?

When it comes to succession planning, many advisors are ready for their second act but are unsure how to get there. Bill Black, exit planner, shares advice on how to reach that final destination.

The industry has a $400 billion dollar problem. Here's what we can do to prepare.

Succession planning is something that Financial Advisors know they need to do, but somehow it often doesn’t get done. Here’s the two biggest myths – and the two biggest realities – that Financial Advisors face in planning their succession.

Exploring the three critical tools Advisors require to stay relevant in this ever-changing marketplace.

Advisors should always be paying close attention to the kind of culture, tools and technology, and financial rewards their organization offers.