Normal view MARC view ISBD view

Succession planning for financial advisors : building an enduring business / by David Grau Sr.

By: Grau, David.
Publisher: Hoboken, N.J. : Wiley, 2014Description: xiv, 206 p. : ill.ISBN: 9781118866474.Subject(s): Financial services industry | Succession | Professional firms | RetirementOnline resources: Download as an eBook
Contents:
The succession conundrum -- How to start creating your succession plan -- Transforming your practice into a business -- Creating your succession team -- The first step - a continuity plan -- Charting your succession course -- Succession planning step-by step -- A tale of ownership (case study) -- Course corrections.
Summary: Advises 95% of financial service providers are sole practitioners and their businesses are unlikely to survive once they retire. Offers a lifestyle succession plan to attract great talent, benefit from equity management, and build a lifetime of income for retirees.
Item type Home library Call number URL Status Notes Date due Item reserves
EBook EBook International
EBL Ebook (Browse shelf) Link to resource eBook Available as an ebook here
Total holds: 0

The succession conundrum -- How to start creating your succession plan -- Transforming your practice into a business -- Creating your succession team -- The first step - a continuity plan -- Charting your succession course -- Succession planning step-by step -- A tale of ownership (case study) -- Course corrections.

Advises 95% of financial service providers are sole practitioners and their businesses are unlikely to survive once they retire. Offers a lifestyle succession plan to attract great talent, benefit from equity management, and build a lifetime of income for retirees.

© 2017 Chartered Accountants Australia and New Zealand ABN 50 084 642 571 (CA ANZ).
Formed in Australia. Members of CA ANZ are not liable for the debts and liabilities of CA ANZ

Powered by Koha

Powered by Koha