The Role of Succession Planning in Taking on Institutional Capital

by Advisor Perspectives
February 08, 2020

There is a lot that goes into putting your business up for sale. Bluespring Wealth Partners President, Stuart Silverman, joined the Advisor Perspectives podcast to share best practices from his personal experience going through this process.


by Advisor Perspectives

A recent study by Charles Schwab revealed that succession planning ranks last on the list of top priorities for RIAs. Moreover, 92% of firms are considering internal succession. As someone who has first-hand experience selling a business, Stuart Silverman, explains why advisors are hesitant to part ways with their firms, how they can identify a successor and how institutional capital can help fuel succession strategies.


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