Succession on my terms
Catherine* built a successful advisory firm.
IPC helped her protect and grow her book as she approached retirement.
*Not her real name
Be confident in your future
Meet Catherine, a successful IIROC Advsior who's built a $100m business with a skilled team. As she approached retirement, she wanted to protect and grow the value of her book.
Catherine joined IPC Pinnacle, which allowed her to monitize her business and continue to earn a base compensation with short- and long-term incentives on new asset growth. The transition to IPC Pinnacle smoothly, without disruption to her clients, and she continued to grow her business.
Find out what succession option is right for you. Our Succession Guide templates and tools to help you evaluate your business and your goals to find the optimal succession plan for your practice.
Choose your successor
Monetize your Business
Earn salary & Incentives
Retire on your Terms
What's inside:
The Complete Guide to Succession Planning breaks the process down into simple steps based on 25 years helping Advisors achieve a profitable exit.
We've included the guidance you need, including:
- The THREE succession plans every Advisor needs
- How to evaluate your succession options
- Six actionable steps to build your succession plan
- A BONUS Succession Planning Toolkit, with fillable templates
Inside: A 6-step Blueprint for your Succession Plan
1.
Getting Started
2.
Creating a Roadmap
3.
Building your Advisory Team
4.
Identifying your Ideal Successor
5.
Increasing Equity Value of your Practice
6.
Implementing your Plan
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