Maximizing Results for You and your Clients

Rudy Adolf

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Maximizing Results for You and your Clients

机译：为您和您的客户最大化结果

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When do most financial advisors plan for succession? Usually, not until the time of the actual event. Although intellectually they know it's important, with a thriving growing business to manage, who has time think through the various constructs? Many senior partners figure they will deal with that issue when the time comes, or an easy solution will present itself. But in reality, to ensure a smooth and valuable transition, you need to carefully think through each option and plan long in advance.

机译：大多数财务顾问何时计划继任？通常，直到实际事件发生时才进行。尽管从理智上讲，他们知道这很重要，但要管理一个蓬勃发展的业务，谁有时间思考各种结构？许多高级合作伙伴认为，他们将在时机成熟时解决这个问题，否则将提出一个简单的解决方案。但是实际上，为确保平稳而有价值的过渡，您需要仔细考虑每一个选项并提前计划。

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来源
《Accounting Technology》 |2006年第sup期|p.24-25|共2页
作者
Rudy Adolf;
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Focus Financial Partners;

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正文语种 eng
中图分类 f;
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Maximizing Results for You and your Clients

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