Summary: When advisers start taking succession planning seriously, they begin treating their business like a business. After all, succession planning is a long-term process, not a one-time event. Firm owners, clients and the business itself will benefit from a clear plan.
 Succession planning is imperative to long-term success. It is a deliberate method of ensuring that a practice has a life beyond the owner’s, for the benefit of the owner and the clients. It is not always an issue that many organizations address in a regular, efficient process. However, it is essential to the company’s well-being."Tommy Williams, president and founder, Williams Financial Advisors. |
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