 The question popping up most often in succession planning discussions with advisors is whether that plan is legally executable.”Jason Carroll, managing director, Live Oak Bank. |
Where Advisors are Looking to Fund Succession Plans
Megan Leonhardt | wealthmanagement.com, January 2015
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Summary: Just over a third of advisors say they have a succession plan, but how viable is it and where are they getting the money to fund it? A new survey shows hitting up friends and family is still one of the more popular financing avenues to explore, but most are banking on their broker/dealers.
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