This No Cost, No Obligation Business Assurance is there when your loved ones need it most!
Non-Binding
Non-Binding (non-binding on the advisor and Win Succession). Indicates a valuation multiple and a contractual payment structure.
Binding
Binding (only binding on Win Succession), payment based on a 50-50 split of renewal and trailer income over 42 months)
Generic
Generic (for those who have identified a successor but have not yet documented their intent)
A must-have for every Advisor
Three simple options to choose from to suit your particular business needs.
- Non-Binding Letter of Understanding
- Binding Letter of Understanding
- Generic Letter of Understanding for those advisors that have identified a successor but have not yet formally documented their intentions. It can be customized to address an advisor’s specific circumstances.
Please click on the link below for more information and to register now. There’s no cost and your estate is not obligated if they choose not to proceed.
Win Succession, your expert source for improving the value of your business now and in the future!
Advisor Business Continuation and Succession Options at a glance
At Retirement
- Win Succession is prepared to become a potential buyer and successor
- Win Succession would then provide:
- Ongoing administration and client maintenance
- Centralized sales and support staff
- Professionally Managed Advisory Staff
3. A program specifically designed for you and your valued clients.
Dealing with the Estate, additional insurance
Win Succession will enter into an LOU (Letter of Understanding), with the Selling Advisor to acquire their business in the event of an unexpected death, disability, or serious illness.
Pre-Retirement, business continuity
This option was specifically designed to provide successful advisors who have not yet “seriously” considered retirement a way to maintain and even increase the value of their business. This is for Advisors who are still active, healthy and content maintaining their business but have not yet formally considered succession or have not identified a successor.
The Win team has over 15 years of hands-on experience assisting advisors to prepare for and transition into retirement. We are here to help and to assist you in building a continuity plan that best suits your particular business needs and objectives.
Don’t hesitate to contact us to arrange a no-obligation consultation and business valuation.
Pre-Retirement
This option was specifically designed to provide successful advisors who have not yet “seriously” considered retirement a way to maintain and even increase the value of their business. This is for Advisors who are still active, healthy, and content maintaining their business but have not yet formally considered succession.
