Value, Liquidity, Succession: Why Advisors Can’t Treat These as Separate Conversations

Learn why value, liquidity and succession must be planned together to preserve value and control.
JUL 23, 2026

As advisory firms scale and continuity planning becomes more complex, decisions about value, liquidity, and succession are no longer independent. Choices made today around staffing, operations, ownership, and capital can either help preserve future flexibility or quietly limit it. 

By watching, advisors can expect to: 

  • Spot hidden risks that erode value when planning is siloed or delayed
  • See how everyday decisions around scale, staffing, and capital can build or undermine long-term value
  • Apply a clear framework to align goals, timing, and monetization options 
  • Recognize early warning signs that today's tactics may limit future continuity or exit options

Join LPL Financial's EVP of Capital Partners, Jeremy Holly, and James Burton of Investment News to learn how to protect advisor enterprise value and stay in control of what comes next.