Continuity planning is intended to prepare for unplanned events such as disability, while succession planning is designed as a long term plan for your transition out of the business.
B.B. Graham & Co. can provide resource materials and discuss various options or strategies to consider when preparing a business continuity/succession plan.
If you are a sole practitioner looking to retire, please contact us to discuss a “sunset” / retirement solution. If you are a small broker/dealer or RIA firm and your succession plan is to sell you assets/book of business, please contact us for a confidential discussion.
Regardless of your situation, we are interested in helping you prepare and plan or to discuss any other potential opportunities.