Continuity Planning

You protect your clients’ assets every day. It is time to protect your own.

Protect your heirs from the unexpected

Too many financial advisors put both their clients and their own families at risk by failing to protect their practice from unforeseen events such as a death or disability.

We make it easy to protect your financial planning practice, and the security of your loved ones.

Don’t let procrastination get in the way of your legacy, purchase our Turnkey Continuity Plan or contact us today for a complimentary 30-minute consultation.

Benefit from our experience

We’ve helped hundreds of advisors protect their legacy. Harness the full power of our experienced, expert team to make a solid, enforceable plan.

Continuity planning can include:

  • Understanding the value of your business
  • Identifying your succession team
  • Integrating business succession with your estate plan
  • Planning for the unexpected: Death, Disability, Divorce, or Departure

A quick 30-minute call can tell you what your personal continuity plan should cover.

Painless planning and support at every step

We provide easy to execute continuity planning and are there to help keep your plans on track, at each step.

Our streamlined process and partnerships with legal experts help to remove barriers and take the pain out of continuity planning. It starts with a complimentary, 30-minute consultation and ends with your peace of mind – knowing that all that you’ve worked hard to build for your clients and your heirs is protected.

Legal Support

Handshake deals are too risky for your practice. We ensure that our clients have the appropriate legal contracts and written terms to protect all that they have worked to build.

The attorneys that we work with have been fully vetted and were carefully selected because they understand the nuances of our business.

Most of our Advisor Legacy services include the attorney consultations and contracts; however, in some circumstances additional attorney services are necessary. If you would like to learn more about specific legal services, contact our attorney partners.

Kotz-Sangster is a business law firm concentrating on the representation of middle market companies and their business interests. Their team is highly skilled in succession planning and businesses ownership transition.

Step 1

Easy Online Purchase

Take Action Today

Our simple online purchase allows you to stop procrastinating and start planning! Immediately after your purchase, you will receive simple-to-follow instructions for the data gathering process. A relationship manager is available to answer all your questions through the process.

Step 2

Simple Data Gathering

We Build Your Plan

We use the data provided to complete a business valuation for your practice. We then walk you through a step-by-step process to systematically plan for all possible unplanned circumstances that could impact you and your practice,  including illness, death, and disability.

Step 3

Rest Easy. Your Plan Is In Place.

Your Legacy Is Protected

We provide you with an attorney-written continuity plan that thoroughly explains what will happen to your practice in the event of an unplanned absence. You, your heirs, your staff, and your clients will rest easy knowing that they are taken care of.

Turnkey Continuity Plan

This plan includes a valuation of your practice, consultation with and step-by-step guidance from an M&A expert, as well as a consultation with and contract written by an attorney.

Total Cost: $2,495