After many years of hard work, owners of successful Financial Advisory firms are left with few options when it comes to effective succession. The most common succession options often strip away the characteristics, values and goodwill built up over many years of high-quality service.
Not anymore ….
When looking for a partner to invest a stake in your business, the transition options may not typically be what you want. Broadleaf enables you to customise your succession plan – meaning you can choose your ideal pathway, which may include continued ownership, mentoring, consulting, directorship or a complete exit.
Owners, advisers, employees and clients benefit from the unique Broadleaf succession method that preserves the characteristics and values of your firm by combining current owner experience with well supported future leadership.
We support owners to customise a unique exit pathway. This may include continued ownership, mentoring, consulting, directorship or a complete exit.
Broadleaf will help the business owner further grow and build a stronger business. Your business will leverage the collective wisdom of the Broadleaf community and partners.
We continue to leverage the experience and wisdom of incumbent owners and leaders through mentorship, consulting, directorship and continued direct investment so that your business can keep reaching goals.
Identify what it is you want from your succession using the Broadleaf questionnaire developed for financial planning business owners and founders.
This resource helps you determine the resilience of your business as it currently stands.
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