Evolution
Succession planning
You may have spent years building a business, and a well-thought-out plan can help you successfully monetize it when you decide to exit. Of course, it goes without saying that a plan may also protect the long-term value of the firm by helping to reduce any disruptions to clients, employees, and the overall operations as a transition takes place.
Succession planning
What does your future look like? You'll want to help create a life that's best for you, your clients, and your firm when you transition your business. As you think about succession, start by envisioning what you want your future to look like, and consider one of these three possible paths covered in the workshop:
- Merge or sell the firm to a third party, while remaining actively involved
- Sell to a third party and gracefully exit
- Transition it to internal successors
Explore Fidelity's actionable insights
Additional evolution workshops
Plan for life's big moments: Holistic wealth management
It's life's big moments that tend to move people into action.
Wealth Advisory Institute (WAI)
Tools and actionable insights to help get you closer to becoming a holistic wealth manager.