The best succession plan is the one in place long before it’s needed.
Planning helps you maximize the future value of your business and grow your practice with opportunities to partner with a like-minded advisor.
FindBob doesn’t just help grow your business through succession, it helps you meet other advisors interested in buying, selling, merging, partnering, and business continuity as well!
We have an obligation to our clients. They’ve engaged us for the duration of their lifetime, not the duration of our business.
The North American Securities Administrators Association, Inc. (NASAA)’s model rule requires advisors to have a written procedure for business continuity. As more regulators across the globe move to ensure transparency and security across the finance and insurance sectors, advisors can prepare now.
Succession planning is key to ensuring continuity for your business and your client’s investments.
Leaving the future of your company to chance after a life altering event can erode the value you’ve worked hard to build up.
It also leaves the burden to your family to prepare a transition plan that may not be what you wanted.
FindBob helps you seek out transition partners or create a succession plan from a position of strength.
