Compare different exit strategies and succession options based on different timelines. The financial projections can be based on any amount of years you have in mind to ultimately retire. If you are looking at selling this year we can show you what that projection model looks like. If you are thinking you are on a 2 to 10 year time horizon, we can show available models for any time period and share how your strategic options grow the longer away that timeline is.
For most advisors, the equity in their practice is their most valuable asset. From our perspective, this includes wirehouse and regional advisors who can monetize the “equity” in their practice through recruiting transitions or by breaking away to independence.
Like in recruiting, there have never been more succession and selling options with flexible terms available to advisors. However, over 70% of advisors do not have a defined succession strategy so perhaps there is industry paralysis from too many options. Let Advisorbox simplify the process and share the most compelling strategies and best practices we are seeing in the industry. Both the financial consequences and rewards can vary greatly depending on the strategy you take.
As Financial Advisors you help your clients with retirement planning strategies and know all too well already, that “retirement strategy” is about looking ahead, setting your goals, developing a plan, and taking action steps now and over time, to achieve your financial goals in the future. You’re looking out for your client’s retirement and Advisorbox is looking after yours.
Our turnkey succession and selling support and our Strategy ProForma models and analysis, is completely complementary to advisors. We’re unbiased advisor advocates who want to help you plan and achieve your retirement and succession goals. So take the next step and contact us. It will be our pleasure to help you develop and implement the most ideal succession strategy for you.
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