WHAT ARE YOUR LONG-TERM GOALS?
THIS IS A QUESTION THAT THAT YOU ASK YOUR CLIENTS EVERY DAY, MAYBE IT’S TIME YOU ASKED YOURSELF THE SAME QUESTION…
We’ll help create a succession plan on your terms, rooted in your goals and timeline for a smooth transfer of ownership. With our strategic acquisition coaching, we’ll offer consulting on deal structure, valuation, tax guidance and financing. We’ll help you through the process of catastrophic succession planning so you come away with a plan to protect your business and your clients.
DID YOU KNOW…
That according to the Financial Planning Association, 73% of advisors do not have a written succession plan? Are you like the majority of advisors who are not certain who, when and how you are going to transition your business? Our customized value proposition offers advisors the flexibility to define when and how they want to slow down and transition responsibilities to our team, whether it is as simple as a catastrophic buy/sell agreement or a formal continuity plan. By doing this, we create reassurance for you, your family, your clients and your employees.
MONETIZE YOUR PRACTICE OVER TIME
Explore an option that could enable you to receive an upfront check, transition your practice to your preferred successor, and then sell and retire on your own terms.
With a check swap, Raymond James advisors with outstanding loans and bonuses can transfer their obligations to a successor as a part of their overall succession strategy.
WRITE YOUR NEXT CHAPTER
BHWA will provide you with the best practices to help you communicate your decision to retire, with tools and strategies to help make the transition of your business as smooth as possible.
STRATEGY ISN’T JUST FOR EXITS
Whether you are building your book of business or starting to think about retirement in the future, the first step in developing a plan is choosing the right strategy.
PROTECT YOUR ASSETS
We’ll help you through the process of catastrophic succession planning so you come away with a plan to protect your business and your clients.
CONTACT US
Independence. It sounds, great but is it really that easy? Whether you’re an employee advisor or you have been running your business for years, there is a lot of responsibility. We are here to provide solutions to reduce the time and energy that is required of today’s business owners.