Succession Plan - Be honest ! How prepared are you?

This is something that is so close to my heart at the moment as I am in the home stretch of realising the dream that I mapped out 8 years ago! A real mixture of emotions and this has been 8 years in...

client engagement

practice management

succession

Tangelo

Advisely Partner

2 years ago

Darren.Smith also an important question for those self-licensed businesses. From a compliance/governance perspective, we see a lot of sole traders who are a key-person on their AFS licence with not much consideration given to succession. Having a solid and actionable plan would certainly help mitigiate key person risk as well.

Darren.Smith

Advisely Board

2 years ago

Great point that you raise

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