Every owner of an advisory practice should participate in succession planning well before are ready to wind down from their practice. Your years of hard work and exemplary service to clients make you an invaluable part of the ongoing success of your practice. You owe it to yourself and your clients to plan for your eventual succession by creating an exit strategy for a planned or unplanned incident.

Partnervest can assist you in developing a customized solution to address your objectives such as:

  • An unplanned leave of absence or illness
  • General advice on business succession planning
  • Assistance in finding a buyer and or funding a retiring partner or new practice.