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Instant Insights / Succession planning: planning your exit

We're in the midst of a once-in-a-generation sea-change in agency ownership. Here are some issues to tackle, and ideas to consider.

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Most advisors still fail to plan effectively for a sustainable business that doesn't require their ongoing personal involvement; a business that would be attractive to a future owner. (Photo: Shutterstock)

With the graying of the profession and the complexity of today’s financial services world, many advisors find themselves overwhelmed and stuck when it comes to creating a viable succession or exit plan.

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