Succession Planning – Crunching Numbers to Avoid Financial Failure
May 31, 2016 at 06:45 AM EDT
Note: This article is courtesy of Iris.xyz By Frank Holmes Talk about unprepared! Were we? Well, let’s jump in. Financial advisors, RIAs, and financial planners, all 600,000 or so in various permutations, are as a group rather unprepared for passing on the business to the next ownership entity....