Plan for the Future

Become a Transition Planning Professional

Do your clients need to address their succession? The Successful Transition Planning Institute (STPI) offers advisors, coaches and consultants a variety of programs and training to guide your Baby Boomer clients through their transition which often includes the sale of their business..Here's a free download to learn about the program.
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Excerpt from Caleb Brown's Successful Hiring for Finanical Planners: The Human Capital Advantage

A free download of Chapter 7: The Art and Science of Screening Candidate from Hiring for Financial Planners: The Human Capital Advantage is available on Amazon and described here. No more careless hiring mistakes! If you are tired of getting it wrong, this all inclusive hiring guide for financial planning firm owners will help you hire right the first time. This book by Caleb Brown focuses on all aspects of what a financial planning firm owner needs to do in order to plan your hiring needs, create a compelling opportunity, develop job descriptions, source talent, screen candidates, on-board your new hire, train and retain them.
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Investment Advisor's Guide to Finance

This white paper outlines the various forms of capital available to financial advisors for expanding their businesses, acquiring a business (including succession), modernizing a business, recruiting, and other activities.
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Seller Preparedness eBook

Download your free copy of the Seller Preparedness eBook, a comprehensive guide to succinctly promote your firm and target the best-suited buyers, by identifying your key differentiators and consicely promoting your core attributes and value proposition
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Succession Planning Framework

Charts and Checklists designed by Cruz Consulting to help you think through the succession process. 2 pages long.
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Ten Best Practices in Investment Advisory Partnerships

In the wider business world, the rate of failure for mergers is about 70% and there is little reason to believe that independent RIA mergers are any different. These failures not only waste money but are a profound distraction from the business. So while there can be great benefits to creating a partnership, there are also significant risks. This paper is focused on maximizing those potential benefits and minimizing those risks.
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Top 10 Legal & Compliance Concerns in Investment Advisor Acquisitions

Whether you are purchasing an advisory firm to expand your business, or selling your advisory firm to effectuate your succession plan, there are legal and compliance matters that will need to be addressed. Download this free overview of legal and compliance issues.
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What's next for me?

You've built your business. You're proud of it, and you should be. But like many business owners over 50 you may be asking yourself some tough questions like "what's next for me?" Is it time to transition to retirement and consider the next phase of your life? Perhaps you need a business succession plan, or you may be ready to sell your business?
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