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Financial Advisors Knowledge Center


Acquisition and Succession: Shift Your Focus from Retirement to Growth

Your work may be more than just your livelihood – it's your life. The thought of eventual retirement or succession is simply an easy subject to avoid.

In fact, a recent SEI survey shows only 17% of advisors have a formal, signed succession plan in place and just 45% have a business continuity plan1.

Succession planning is not an end-game strategy for your business. If anything, it is about building a bigger, stronger business that one day can work for you. With a good plan, the right people, and enough time, every business can survive its founder’s retirement and many can even prosper.

Whether you plan to retire gradually, or merge with or acquire another firm, SEI's new white paper, Acquisition and Succession: Shift Your Focus from Retirement to Growth, discusses why:

  • Succession planning is not an end-game strategy.
  • Assessing your business now can help you formulate your vision for the future.
  • Valuing your business sooner rather than later can provide an incentive for growth.

Fill in the form to the right to get your copy of the paper today.

For more details, please contact SEI at 888-734-2679, or visit us at

1 SEI/FP Transitions Advisor Poll on Succession Planning, April 2014, N=771

Information provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI Investments Company.

This information should not be relied upon by the reader as research or investment advice and is intended for educational purposes only.

FP Transitions is not affiliated with SEI or its subsidiaries.