Win Succession | THE AGREEMENT
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Win Succession will enter into a non-binding agreement, Letter of Understanding (LOU), with the Selling Advisor to acquire there business in the event of unexpected death or planned retirement.

Purchase Formula

Win Succession will contractually commit to a purchase formula

Price and Payment

Win Succession will contractually commit to a predetermined price and payment schedule

Learn more about the Letter of Understanding
When who you are is defined by what you do, and you don’t do it anymore, who are you now?”

Keeping one’s professional hand in play slows loss of identity…

“An advisor may keep his license and the “fun part of the job” by staying beyond the transition period and making client calls without the administrative responsibility…