
FAFN: FP Transitions: The Real Value of Succession Planning
Speaker(s)
David Grau, Jr. Director, FP Transitions
Description
Succession planning is an important step that every financial services owner should take to protect themselves, their clients, their family, and their practice -- but it can also be an avenue to higher value. This presentation examines in detail value and valuation issues, the many practical choices in short-term continuity planning and long-term succession planning, growth through acquisition, statistics and data from the open marketplace, the perfect internal succession plan, and how a succession plan can add value to your practice.