Spire Insights


As Deals Move Faster, Planning Ahead Becomes Key for Advisor M&A, Transitions

The Significance of Planning Ahead

In an ideal world, an advisor develops their successor within their firm over time. But that is not always the case. Planning is critical to success for an advisor transitioning out of their business.

Spire Investment Partners CEO David Blisk states in Ep4 of Blisk Briefs (https://lnkd.in/e6w-QWJs) that a succession could take as long as two years to plan and execute.

“Planning is not a ‘someday’ thing.”

Click the image above for the full article

No items found.