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Succession Planning & Business Performance

The freedom to take control of your future

Succession planning isn’t just about identifying who will take over your practice. It’s about truly understanding where the inevitable transition leaves your team, your business, your clients, and how to proactively work toward your idealized vision of the future. Knowing the value of your business and evaluating performance allows you to implement an outcomes-based approach. When you’re ready to retire, we’ll help you establish a business succession plan – building long-term value that will help you maximize the rewards of your years of hard work.

Take your business to the Next Level.

Strategy isn't just for exits.

We’ll offer you customized support for each facet of the planning process, including building a legacy, preparing for retirement, growing your business, valuing your practice and protecting your assets.

Propel your growth

For Financial Professionals looking to expand, Coaching is available to advisors who desire more for their practice, teams, clients, centers of influence and
future generations. It is intended for advisors and leaders that desire to take their business to the NEXT LEVEL; those who crave meaningful growth and are deeply committed to maximizing their potential.

Value your practice

Find out what your practice is worth. Assess the health and value of your current practice to increase revenue and valuation during key transitional moments.

Protect your assets

We can help you with succession planning in the event of death, disability, or retirement. Leverage the secure emergency continuity vault where you can easily store designated continuity contacts, additional key contacts, documents, and tech stack information.

Prepare to retire

We’ll help you look for buyers. We’ll help you determine your options when you structure the terms of the agreement. These are critical issues in estate planning – and we stand beside you every step of the way, helping you define the steps toward implementation of a solid plan.

Propel your growth

For advisors looking to expand, we offer strategic acquisition coaching to help you outline and execute your own acquisition strategies. We offer consulting on how to structure these deals, perform due diligence and create purchase agreements. Let us help you close the deal – and then make it work.

Value your practice

Find out what your practice is worth. Take the guesswork out of business valuation by taking advantage of consultative services that are precisely targeted to your needs as a financial professional.

Protect your assets

We’ll help you through the process of catastrophic succession planning, asking you hard questions and offering support as you develop a business continuity plan and establish a catastrophic succession agreement.

Ready to learn more?

Now that you have scratched the surface of the possibilities that await you here, get the whole story. Have a confidential conversation with our consultant about what your business would look like as a Financial Professional with Level Four Financial.

Contact a Consultant

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