Most entrepreneurs prefer not to think about their exits, but sooner or later all businesses get sold, given away, or liquidated. If you haven’t thought much about this, you aren’t alone. According to a 2017 advisor survey, 33% of RIAs plan to exit within the next 10 years; however, 25% of them are completely unsure how or what that means1.

In this webinar you will find out what resources are available and what to consider from both a financial and non-financial perspective. Start planning for your preferred outcome while you still have time and options. When you think of this as another phase of your business — just like the start-up phase — succession planning can be a positive experience.

To register for “Finding Your Path – Succession Planning,” on Thursday, May 31, at 11 am PT, please call 800-366-7266, Option 6.



1 Cerulli U.S. Advisor Metrics 2017