Succession Planning: Sustainable Business and Other Strategies

K (1)
Main
5/18/2016
4:10 PM - 5:00 PM
Our succession clients execute on a variety of succession strategies: building a “sustainable business,” creating a “lifestyle succession” plan, or simply developing an exit plan. The sustainable business is the most common route we are seeing currently among growing RIAs. Each of these paths will be touched upon in David’s presentation.

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