Planning for Succession of a Business Interest
Business succession planning — what is it? One of the important decisions a business owner must face is when and [...]
Business Succession Planning Buy-Sell Agreements
Summary: A buy-sell agreement is a legally binding contract in which the owners of a business set forth the terms [...]
Planning for Business Succession Checklist
General information 1. Has relevant personal information been gathered? Personal details Family details Name of other participants in the business [...]
Nearly Half of CFOs Don’t Have a Succession Plan
Change management is always a major concern for organizations, but few challenges are more disruptive than an executive departure. In [...]
Four Keys For Financial Advisor Succession Planning – Keeping Your Business Thriving After Retirement
Most financial advisory businesses close when the founder retires. Thinking about your financial advisor succession planning? Here are 4 keys to planning.
Internal vs. External Business Succession Planning Factors For Financial Advisors
When considering business succession planning, will you transfer ownership to an external party or keep the business in the family? View our suggestions.
More Leadership Skills Assessment Ideas For Succession Planning
Learn how proper leadership skills evaluation of financial advisors can help discover hidden talent and uncover your company’s next great leader.
Leadership Skills Evaluation for Succession Planning
Learn how proper leadership skills evaluation of financial advisors can help discover hidden talent and uncover your company’s next great leader.
Ten Leadership Traits of Successful Financial Advisors
Looking for a business successor? You’ll want prospects to have certain key characteristics. Here are ten leadership traits of successful financial advisors.
Selling A Financial Advisory Practice – What Do Buyers Want?
Selling a financial advisory practice involves making your business highly marketable. Find out what potentials buyers are looking for from your business.
Five Reasons Why Financial Advisors Postpone Succession Planning
Succession Connection helps identify five reasons why aging financial advisors may be postponing succession planning for their business.
Succession Connection Announces Financial Planning Scholarship
Succession Connection announces its financial planning scholarship for college students who are finance majors. Learn more about this unique opportunity.
Sell Or Buy Financial Planning Practice
Succession Connection is the connecting marketplace for financial professionals.
Financial Advisor Software For Finance Advisors
Succession Connection releases its financial advisor software. This app provides a P2P messaging platform to help professionals plan business succession.