Succession Planning

Ready To Pull Your Succession Planning Ripcord?

succession_parachuteAre you an advisor looking to sell your practice? Are you seeking to partner with another advisor who can take over your business? We can help you put together a customized succession planning program that meets your needs.

You decide on the timing that’s  right for you. If you like, some of our partners can help you to expand your practice and boost the value of your book prior to selling it.

Please email us at or call us at 212.685.7070 for more details.

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