Continuity & Exit Strategies

As a supportive partner to successful advisors and their growing business opportunities, our interest in protection extends beyond standard compliance supervision. With more than two decades of experience helping advisors grow, we know long-term success requires protecting the future of your business – including the continuity of your client service and experience, and the lifetime legacy value of your business – regardless of any unexpected events that may come to pass. We recognize that you do what you do not just for yourself, but also for the clients you help and the family you support. That’s why we’re proud to share the following turnkey succession and continuity planning services available to our advisors:

Plan creation & maintenance: About 85% of our advisors have a ready succession or continuity plan on file.
Plan consulting & guidance: We have a dedicated liaison for full or partial continuity or succession planning as needed, with tailored advice for the various phases of your career and growth.
Concierge execution: Our team offers personalized service in deployment of dozens of full or partial transition plans annually.
Expertise regardless of business type and size: Whether you’re a producing advisor or an enterprise leader, our size and scale offers various potential scenarios and proven solutions for your future needs, be they continuation, succession or exit.

“Dawn Jerrard-Johnson and the team were extremely helpful as we completed our succession/continuity agreements. From structuring the agreement, to completing documents and coding accounts, she was with us every step of the way. We feel very fortunate having a knowledgeable, professional and friendly partner by our side as we navigated our succession plan!” Scott Anderson

“We have received nothing but positive feedback from our clients since we officially put our plan in place several years ago and began discussing it openly with them. We have had many clients speak about the peace of mind they now have knowing that our completed succession plan will ensure that they have someone to work with them for many years to come. We have come to believe that even though we weren’t being directly asked about a succession plan previously, many clients were wondering who they would be working with in the future. We feel strongly that having a completed succession plan has proven to be a benefit to our clients and our business.” Kyle McLaughlin

To begin developing your continuity or succession plan with AAN, contact us at info@advisorsadvantagenetwork.com.