Win Succession | Succession Planning

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Protect your business and your valued clients

Win SUCCESSION PROGRAM

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WIN Succession, your expert source for improving the value of your business.

Advisor Succession

Plan Strategically for Succession

Crystallize the value of your Client Book

Provide Security to Family

Learn about Win Succession Inc.

Our mission is to assist all of our IDC WIN valued partners nationwide by providing expert business continuation and succession options and advice. To that end, in the event of serious illness or unexpected death Win Succession provides an option to acquire your business from your estate or survivors at a predetermined price and payment structure. Our 15 plus years of experience assisting Advisors transitioning into retirement has taught us a great deal about the challenges, concerns and opportunities in professionally planning for the future.

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Have you “Fully” protected the value of your business?