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Exploring Continuity vs. Succession Webinar On-Demand | FP Transitions While continuity is essential and required by the SEC, succession planning is where advisors can differentiate, grow, and create value year after year Our experts, Mallory Boutin, MBA, and Kevin Goserud, CFA, work directly with dozens of advisors each month on these exact goals
THE LIFESTYLE SUCCESSION PLAN - FP Transitions Continuity planning seeks to address the question of who will serve as advisor to the clients if their primary advisor is suddenly incapacitated The challenges and solutions in developing a continuity plan are very different from those used to create a succession or exit plan
M A Journeys: Continuity vs. Succession - Dynamic Advisor Solutions The reality: “A continuity plan is a contractual agreement in the event of death or disability A succession plan is a long-term transfer of ownership Succession plans are a strong continuity solution, but not vice versa ”
Succession, Exit, Continuity Practice Emergency Plans In a Continuity Plan, the plan only ever gets executed in the event of death or disability on the part of the exiting advisor Consider a Continuity Plan akin to a springing power of attorney Leveraging FP Transitions’ definition: A continuity plan outlines what happens if there is an unforeseen event and the owner (s) is no longer able to work
Chapter 15: Exit Plans versus Succession Plans versus Continuity Plans . . . A succession plan means your business or firm will continue after your career comes to an end Most succession plans include the founder’s continuing assistance and presence in the day-to-day operations for several years beyond the traditional retirement age
Continuity is Not Succession - fptransitions. com The key elements of moving from Continuity Planning to Succession Planning: #1 - Set succession as the goal Merging, selling, retiring – all of that is Plan B Continuity is merely the safety net Another key difference is that upon a triggering event, you will not be there to oversee what happens to your business
Acquisition succession - Financial Planning Association FP transitions defines succession as a gradual transition of ownership and leadership to the next generation of advisors — preferably a team of advisors Among other things, planning takes into account the owner’s (or owners’) age, health, time frame, and family needs
Succession Planning - FP Transitions What’s the difference between succession planning and continuity planning? In the financial services industry especially, succession is planned–either through an external sale or internal transition