Transitioning Your Practice the Way You Want

47 percent of industry assets are managed by advisors over the age of 55, and 49 percent of the advisors retiring within the next 10 years are solo practitioners. This means a relatively steady stream of advisors will enter retirement each year. Download this white paper to learn about succession planning, including:

  • How succession planning is fueling opportunities for growth
  • The business succession & transition landscape
  • Key characteristics of transitions for independent vs. employee advisors
  • Successfully navigating the sale/acquisition of an independent practice
  • 5 key aspects of selling/acquiring an independent advisory practice


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