Summary: In recent years, there has been an increasing focus on succession planning, and an explosion in the number of consultants providing advice on merger and acquisition deals, and metrics about the deals themselves. Yet thus far, almost all of the guidance and "best practices" offered regarding succession planning focus almost exclusively on the veteran planner who is selling the business, and doesn't necessarily consider the buyer's perspective.
 You owe it to your clients. Take control of your business succession plan by engaging with a like-minded firm that has an intergenerational succession plan established. Do what you can to avoid a forced transaction due to death or disability. The sellers who arrive at this conclusion proactively are the sellers I want to talk to. These are the sellers who are truly putting their clients first."Daniel R. Zajac, CFP®, CLU, AIF®, Senior Advisor, Simone Zajac Wealth Management Group |
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