A BETTER SOLUTION TO SUCCESSION PLANNING
I'm guessing, at least once, you've had one of those days which can only be described as horrible. At the end of the day, you ventured to the world wide web and checked out a site like succession link. You imagined what it'd be like to sell your practice. To sip mai-tais on a beach somewhere...then reality hits you.
While there are something like 60 buyers for every seller, few, if any, have the financial capability to pay you cash, in full. They want to pay you in several installments. Meaning, they essentially just want to use your business to pay you to leave. This is why outright acquisitions haven't worked well.
While installments aren't desirable while you're living and capable of running your firm, they are extremely desirable, from a tax perspective, to your estate.
Traditional succession planning forces you to reallocate resources toward finding a successor or allowing another advisor buy your firm using the revenues from your firm. Instead, let us provide the protection for your family and your clients, so that you can worry about running your practice, they way you