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

jenny.brown

Advisely Board

2 years ago

Interesting thoughts Darren.Smith as a business we are specifically targeting partnership and equity ownership from within our team and have developed a pathway to partnership model. The catelyst came when my now business partner joined me as a senior adviser and in the interview asked if this worked out he wanted the opportunity to buy in. We have then rolled this model out to our senior team and are about to embark on the next phase of smaller equity parcels via a separate unit trust.

deborah.kent

Advisely Board

2 years ago

Well done Jenny its not an easy path to achieve this if you can that you have confidence in moving out of your business one day

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