InvestmentNews Succession Planning Study
Our research shows that one of the largest issues facing the industry is the lack of succession planning.
Our research shows that one of the largest issues facing the industry is the lack of succession planning. We are pleased to announce our highly-anticipated Succession Planning Study to help you determine your firm’s level of succession preparedness.
Highlights of the study include:
- Key strategies for increasing the transferability & value of your business
- Financing and valuation options
- Current succession trends
- Critical issues any succession plan should address
Order your copy of the 2012 InvestmentNews Succession Planning Study
and find out how firms are successfully transitioning ownership.
Related Events
View On-Demand Webcast: Succession Study Results
About Our 2012 Sponsor
Over 30 years ago*, we set out to partner with trusted advisors to offer what is best for their independent business and their clients. Whether it is long-term succession solution, business continuity plans, hybrid fee and commission models, corporate RIA choices, Real Practice Management, the Retirement Center, or outsourcing solutions – Cambridge’s solutions are based on achieving mutual success in an independent environment.
*Cambridge and its predecessor broker-dealer.
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