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IPC Advisor Succession Planning Guide

Many financial advisors are looking to grow their businesses by buying a practice while others are looking at selling their practice and/or developing a succession plan.

Since it is Investment Planning Counsel’s goal to help our advisors build a better business, we have prepared the attached guide to assist both buyers and sellers. This guide covers some of the key issues under consideration as follows:

• Is Buying a Practice Right for Me?

• Is Selling my Practice Right for Me?

• Valuation Methods

• Factors that may increase/decrease the price

• The documentation, the terms of an agreement

• Financing - including IPCs new Advisor Book Financing Program

• Transition Plan

• Formula for Success

To access the IPC Advisor Succession Planning Guide, please follow the link once logged into the IPC Portal.
If you have any questions or require any assistance with developing a succession plan or purchasing a book of business, please feel free to contact Frank Sagebiel at fsagebiel@ipcc.org.

Disclaimer: The information contained herein is for AB, BC, MB, NB, NS, NL, ON, PEI, QC and SK residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.