The ideal exit strategy for business and clients.
Our Succession Planning is based on finding a suitable successor for the adviser’s business. In the process of ensuring succession, we enable the adviser to gain a perspective on the real value of the practice itself.
SFP will facilitate a seamless exit strategy for partners in the event of retirement, disability, termination or death. We help formulate succession strategies that meet the needs of the financial adviser, and we go to great lengths to ensure that your clients are cared for by a successor who shares your values.