Partnering long term for an optimal transition

The Broadleaf succession method is deliberately long-term focused and customised to the speed chosen by the financial planning business owner. By harnessing the collective experience of the Broadleaf community, your succession plan enables your firm to grow and remain resilient. Owners, advisers, employees and clients benefit from the unique Broadleaf succession solution that preserves the characteristics and values of your firm by combining current owner experience with well supported future leadership.

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Broadleaf timeline for succession

Below is an example timeline of succession with Broadleaf.

Broadleaf resources to help

you plan your succession:

Mapping your succession path

Identify what it is you want from your succession using the Broadleaf questionnaire developed for financial planning business owners and founders.

Business Resilience Assessment

This resource helps you determine the resilience of your business as it currently stands.

Are you ready to consider the next step?

It all starts with a discussion.