Succession Planning

  Speakers: Kelli Cruz (Cruz Consulting Group) & Jason Carroll (Live Oak Bank)   More advisory firms are exploring and executing mergers and acquisitions than ever before. Many firms are using M&A as a strategic means to accelerate the growth of their firms — and also to identify longer-term succession plans that can increase the… Read More

RIA Match Webinar – Internal Successors: How to Identify and Keep Them thumbnail

RIA Match Webinar

Finding the right successors is where the rubber meets the road and a challenge for many RIA principals. Kelli Cruz, founder of Cruz Consulting Group, shares her process on how to find and keep internal successors. She also covers a career-track framework for grooming your firm’s next principals. In this webinar you will learn: •… Read More

Succession Planning

Succession Planning

Succession Planning Is about Taking Care of Your Firm’s Future Research data has highlighted a lack in succession planning as a potential trouble spot for aging advisory businesses for several years. Firms can successfully execute an ownership transition plan that has a strategic approach to institu­tionalizing business, and create a sustainable and transferable value as… Read More

Succession Planning Isn’t an Economical Issue – It’s an Emotional Issue thumbnail

Succession planning is still a vexing issue in the industry. Kelli Cruz discusses the challenges faced by advisors when trying to move ahead with a plan. … Read More