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Succession Planning For Your Practice

Without you, what happens to your business? Professional Investors Network is committed to ensuring our group members maximize the value of their business, whether they retire, become disabled and can't work, or die. We can help you evaluate an existing plan, or create an appropriate new succession plan for your business. 

Professional Investors Network works with every member to finish and document their succession plans. If you have not designated a successor for your practice, we specialize in pairing growth-stage advisors with veterans to facilitate the buyout of their business. In 2017, we completed 5 transactions within our group. Each deal is unique, but if you're thinking of retiring at some point, we can help you turn your sweat equity fromyour practice to funds for your own retirement.