Archives / 2013 / October

Building Generational Bridges Protects Your Firm’s Value

Building Generational Bridges Protects Your Firm’s Value

(This blog can also be found at the FPA Practice Management site:http://practicemanagementblog.fpanet.org/2013/11/05/building-generational-bridges-protects-your-firms-value/) Succession planning for small- to mid-sized advisory firms is a hot topic.  With equity markets at historical highs and the average age of the principals over 51 (Source:  Schwab Institutional), these two key metrics work tog ...[Read More]