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Succession Planning
for Financial Advisors


An essential guide to maximizing the value of your practice and ensuring a smooth ownership transition

In this concise, informative ebook, you’ll learn about GP Wealth’s Guaranteed Succession Program. It’s an innovative service that ensures you’re able to sell your practice for a competitive price whenever you’re ready to move on.

Other topics covered in this ebook include:

  • Key factors that increase practice value
  • How to guarantee the highest selling price
  • Choosing a valuation method
  • Creating a seamless transition plan

Complete the form and download your copy today!