by andrewcantor | Jan 4, 2024 | Succession Planning
MOORESTOWN, N.J., Dec. 1, 2023 /PRNewswire/ — Elite Consulting Partners, the nation’s largest financial services transition and business consulting firm, announced today their acquisition of Advisors Successions, LLC, a firm specializing in...
by andrewcantor | Dec 27, 2023 | Succession Planning
What is Succession Planning? Succession planning is a strategy for identifying and developing the leaders of the future of your advisory business. It is used to address changes that will occur in the future of the practice. This can include current employees...
by andrewcantor | Dec 27, 2023 | For Sellers
Selling a financial advisory practice, or any other practice for that matter, is not an easy decision. You have spent hours upon hours upon working out your succession plan and refining your practice strategies, investing the time and money to make your business...
by andrewcantor | Dec 27, 2023 | For Buyers
For the past few years, experts have been predicting a mass exodus of retiring advisors from the industry. Many of these same experts believed that the pandemic would finally make this mass sell-off finally happen. We speak with advisors daily and we are seeing a...
by andrewcantor | Dec 27, 2023 | Exit Strategy
Exit planning is completely owner-centric. YOU get to decide what you do with your advisory practice. And yes, you intend on implementing an exit strategy that reaps the rewards of sedulous years. How much have you actually planned of an exit that seamlessly...
