Contingent Succession Plan

Ensure continuity and help protect the value of one of your largest assets.

You've worked hard to build your practice — and you want to protect it at all costs. But we all know how life can get in the way of our best-laid plans. To effectively prepare for life's unexpected events, such as death or disability, you need a comprehensive contingent succession plan to ensure your business remains stable regardless of the circumstances.

At AdviserXchange, we offer two different levels of consulting and documentation services to help you implement a contingent succession plan that truly meets your needs and goals. This allows you to ensure your firm's continuity and value, and also sets you up for a successful transition once you are ready to retire or phase out your involvement in the business.

Choose the Right Level of Service for You:

Purchase

  • You have already identified your succession partner —
    Consulting and documentation fee: $ 99.99

Consultation

  • You need help finding your business successor or more extensive assistance with this process (e.g., your situation is more complex)

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