Succession planning that's easier than you may think.

Transitioning the business you’ve built to someone else can be intimidating, stressful, and even risky. But with the right partner and a solid succession plan in place, it doesn't have to be. FSC can help you make it happen.

FSC offers two proven succession and continuity programs that can be customized to fit your specific business model:

The Business Value Program (BVP)

Developed by David Goad, president of Succession Planning Consultants, the BVP enables you to independently implement a custom plan to create, protect and extract the maximum value from your practice. We also offer numerous opportunities to explore and discuss the succession planning topic with your peers, including 7 regional planning meetings for advisors. The BVP provides a framework for early, mid, and late-career independent advisors, including:

• Sample buy/sell agreements
• Business forms
• Compensation models
• Continuity plan templates
• Valuation calculators
• Strategies for enhancing what your practice is worth

TRANSIT: FP Transitions

FP Transitions (FPT) is the nation’s largest and most experienced succession and continuity planning consulting firm. While its range of services is comprehensive, the most compelling feature of FPT is its "a la carte" service options. If you're already in the process of implementing your future plans, but need help with specific tasks, FPT can fill in the gaps. This extensive library includes:

• Transaction paperwork, such as contracts, forms and buy/sell agreements
• Practice valuation tools
• Continuity plans for specific unexpected events
• Structured employee plans, and more