In part seven, George Hartman, managing partner with Elite Advisors Canada, shares the professional and personal criteria to consider when deciding if you should sell your business to a family member.
In part six, George Hartman, managing partner with Elite Advisors Canada, discusses the importance of choosing the right successor, and highlights key questions you need to ask to find the right successor for your business.
In part five, George Hartman, managing partner with Elite Advisors Canada, discusses three categories of buyers — financial, strategic and family — and highlights the advantages and disadvantages of each group.
In part four, George Hartman, managing partner with Elite Advisors Canada, outlines the pros and cons of various exit options for advisors, and gives tips on how to get the best value for your practice.
In part three, George Hartman, managing partner with Elite Advisors Canada, explains how to prepare yourself emotionally and financially for succession.
In part two, George Hartman, managing partner with Elite Advisors Canada, explains how putting off planning for your succession can diminish the value of your practice. He offers advice on how to get started with your plan.
In part one of a 10-part series, George Hartman, managing partner with Elite Advisors Canada, explains why it’s important for advisors to plan for their succession, and outlines the components of a good succession plan.
As some brokerages offer fat recruitment bonuses to senior advisors, TD Wealth PIA and others set out to reward loyalty
Only 40% of advisors have given the idea of succession some kind of thought
Starting the succession planning conversation is a great opportunity for advisors to get to know the next generation