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Succession Planning

Succession Planning

Many advisors are consumed with serving their clients and managing their business that they don’t take the time to focus on their own business’ future. That’s where BAR Financial can help. We know that independent advisors are increasingly interested in planning for an eventual business succession and we provide the resources to actually get it done and plan for their own future.

With the help of our Broker Dealer, Cetera Advisor Networks, we can help to:

  • Plan for your goals and the timing of a successor
  • Determine the optimal deal structure
  • Conduct a practice valuation
  • Prepare a successor for your business
  • Create a plan for your practice to minimize disruption for your employees and clients.
  • Execute your transition

John Brackett - Partner

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Securities and advisory services offered through Cetera Advisor Networks LLC, (doing insurance business in CA as CFGAN Insurance Agency), member FINRA, SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity.

 

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

 

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com

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