White Papers

Business Succession and Exit Planning for Financial Planning Businesses

The tightening of regulations and increased compliance costs might see many financial planning firms exiting the industry within the next five years. But are they prepared for this outcome?

Business Succession and Exit Planning is not a one or two-month process. For any succession or exit plan to succeed, a systematic approach is necessary. 

Our Business Succession and Exit Planning Whitepaper for Financial Planning Businesses provides the latest industry research and trends and highlights potential exit strategies that business owners can consider in developing an exit plan. Fill out the form to download your FREE copy.

Get in touch for more insights into this research or to learn more about getting your financial planning business ready for succession or exit.