Structuring Succession for Success
IFB Member: $18
Non-Member: $23
The course will explore some of the factors to consider when planning business succession and book management to provide continuity of care to clients through a transition. Discussions will be had on finding the right advisor that fits with the overall business and operating philosophy and how to realize on the goodwill value of an advisor’s book of business. A deeper dive is taken into three pillars of how to realize on the value of the business once a successor has been determined and things to consider when structuring the formal succession of the business.
IFB Members:
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