According to Moss Adams less than half of planning practice owners has a written succession plan.
This can prevent you from transitioning in an orderly planned fashion, upset your clients, and hurt your reputation and
potentially your bottom line. Whether you are a Financial Advisor or a Registered Investment Advisor and are thinking of
retirement or simply exiting the financial services industry we would like to meet with you to explore the possibilities
for a mutually beneficial solution.
We realize that over the years you have built a business, created a process, and have a system in place
that's made you successful. We are cognizant of your needs and expectations in the same manner you work with your current
clients. At this stage we just want to see what makes sense.
By working with us you can also save time and eventually expensive broker's fee's while keeping the process confidential to protect your clients.
Common reasons Financial Advisors consider selling:
Retirement
Their children having no interest in the business
Health reasons
Change of Careers
Whatever the reason we'll make sure to navigate through each step of the way and ensure that you are 100% satisfied
during and after the transition.
NOTE: All conversations and discussions are strictly CONFIDENTIAL
The Business Planning Group
3186 Eaglecrest Lane, Clinton WA 98236
Phone: 206-255-5700 Fax: 206-260-2721
At The Business Planning Group, Inc.™ (BPG) our focus is to provide our clients with strategic,
knowledge-based consulting and advice. At times, we may also assist our clients with securities-related services.
However, these services may only be provided to individuals residing in the states in which we are registered or
permitted to conduct securities-related business. The information contained in this website is intended for use
only by residents of these states or for individuals interested in BPG's financial planning and consulting services.
By viewing our site, you are verifying that you meet one of those two criteria. Fee-based consulting and advisory
services offered through The Business Planning Group, Inc.,™ an independently owned and operated Registered Investment
Advisor (RIA), registered in the state of Washington.
