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Succession Planning

What if you couldn’t work for a period of time due to an accident or illness?
Who would run your business?
Who would serve your client’s needs?
How long would your income last?

The large majority of advisors joining the Sequoia Financial Network are highly experienced, top producing advisors who seek to protect the value of the practices and the brands they have built through long-term business planning.

Independent, but never alone

We believe succession planning should include the long-term goal of retirement, but should also focus on contingency planning to protect against unexpected events.

Sequoia Financial Network provides advisors with the hands-on and logistical support they require to continue serving clients in the event of an accident, illness or family emergency. That’s one of many advantages you enjoy through a network focused on collective success.

We can assist you in developing business contingency and succession planning strategies to help:

  • Plan for the unexpected
  • Ensure that a smooth transition can occur when you’re ready to retire or sell your business
  • Time your exit to maximize value (eliminating the risk of a fire sale)
  • Retire on your schedule
  • Provide for an efficient transfer of business to a successor or buyer of your choosing
  • Ensure continuity of service for your clients
  • Provide mentoring opportunities to existing associates and/or identify advisors seeking to join an existing independent practice