Craig Holland The Art of Business Succession. Who will fill your shoes?
Susan Latremoille Who Will Take Over the Business?. Succession Planning for the Canadian Business Family
Kirby Rosplock The Complete Family Office Handbook. A Guide for Affluent Families and the Advisors Who Serve Them
Andrew Keyt Myths and Mortals. Family Business Leadership and Succession Planning
Arnold Dahlke Business Succession Planning For Dummies
Gorilla Guide: Russia The Business Travellers Handbook
Philip Marcovici The Destructive Power of Family Wealth. A Guide to Succession Planning, Asset Protection, Taxation and Wealth Management
David Sr. Grau Succession Planning for Financial Advisors. Building an Enduring Business
L. Hood Paul A Reviewer's Handbook to Business Valuation. Practical Guidance to the Use and Abuse of a Business Appraisal
Annie Tsai The Small Business Online Marketing Handbook. Converting Online Conversations to Offline Sales
Eric Hehman Success and Succession. Unlocking Value, Power, and Potential in the Professional Services and Advisory Space
Robert Feinschreiber Transfer Pricing Handbook. Guidance for the OECD Regulations
Kirby Rosplock The Complete Direct Investing Handbook. A Guide for Family Offices, Qualified Purchasers, and Accredited Investors
Nick Smith The Social Media Management Handbook. Everything You Need To Know To Get Social Media Working In Your Business
Jason Rich R. The Crowd Funding Services Handbook. Raising the Money You Need to Fund Your Business, Project, or Invention
This book is going to challenge you and everything you think you know about succession planning. For independent advisors, succession planning is quickly becoming the cornerstone to a strategic growth strategy designed to perpetuate their business and their income streams beyond their own lifetime, while providing a multi-generational service platform that attracts and rewards younger advisors. This makes succession planning one of the most, if not the most, important practice management tools in this industry today. As an independent financial advisor, now is the time to address the question of what will happen to your practice and your clients after you “exit the building.” In most cases, the answers are right in front of you. Thankfully, Succession Planning for Financial Advisors: Building an Enduring Business has arrived to transform today’s practices into businesses designed to endure and prosper and serve generations of clients. Learn how to create a “Lifestyle Succession Plan” that can provide a lifetime of income and benefits to the founder even as he/she gradually retires on the job Unlock the power of equity management – the best planning and building tool an independent advisor owns Learn how to attract and retain the best of the next generation to help you build a great business and to support your succession plans and care for your clients and their families Determine precisely when to start a formal succession plan and related continuity plan so that your business can work for you when you need it most Understand why succession planning and selling your business are completely different strategies, but how they can complement each other when used correctly 95% of independent financial service professionals are one owner practices. To the positive, these practices are among the most valuable professional service models in America. But almost all advisors are assembling their practices using the wrong tools – tools borrowed from historically successful, but vastly different models including wirehouses, broker-dealers, and even OSJ’s and branch managers. Revenue sharing, commission splitting and other eat-what-you-kill compensation methods dominate the independent sector and virtually ensure that today’s independent practices, if left unchanged, will not survive the end of their founder’s career. It is time to change course and this book provides the map and the details to help you do just that. For independent practice owners and staff members, advisors who want to transition to independence, as well as accountants, attorneys, coaches and others involved in the financial services space, there are invaluable lessons to be learned from Succession Planning for Financial Advisors. Written by the leading succession planning expert in the financial services industry, former securities regulator, M&A specialist, and founder of the nationally recognized consulting and equity management firm, FP Transitions, David Grau Sr., JD, has created an unmatched resource that will have an enduring and resounding impact on an entire industry.