Description
Succession planning is more than just preparing for retirement—it’s about ensuring long-term business continuity, protecting client relationships, and maximizing enterprise value. This session will explore key strategies for advisors to future-proof their practice through structured ownership transitions, equity planning, and internal succession models. Attendees will gain insights into the evolving M&A landscape, best practices for valuation, and how to align ownership with long-term growth objectives.
Whether you're considering an internal transfer or an external sale, this session will provide actionable guidance to help navigate the complexities of ownership transitions.
Learning Objectives
By the end of the session, attendees will be able to…
1) Understand the key components of a successful succession plan and how to implement them.
2) Evaluate internal vs. external transition options and the impact on business valuation.
3) Identify common pitfalls in ownership transitions and strategies to mitigate risk.
4) Explore financing structures and equity planning strategies to facilitate smooth transitions.
5) Gain insights into how M&A trends are shaping the future of wealth management succession.