Succession Planning
A succession plan is a process that provides for the continued operation of a business under new leadership and generally new ownership (typically due to retirement).
While many advisors have planned for their retirements with wills and living trusts, most have not planned for the continuity of their business or clients’ investment relationship. That is not the case at RWS Advisors. We are part of a select group of advisors with ownership in Continuity Partners Group, LLC (Continuity Partners) who recognize the power of a unique partnership. We believe that Continuity Partners offers the most complete business planning package in the industry.
You can feel confident that we have looked at the future of our business and have chosen a path that will allow us to grow. Over the years we have built a business with experience in implementing numerous succession plans and acquisitions as well as preserving our independence. Our goal is to share our experience and knowledge with interested rep-advisors and to assist them in best preparing themselves for the future. Through our relationship with Continuity Partners, we have access to an extensive array of continuity and business consulting services including:
- Acquisition financing
- Succession planning
- Emergency continuity protection
- Non-emergency protection
