A Buyer’s Take on Succession Planning – The Live Version!

buying a financial services industry

A buyers take on succession planning

Succession planning – specifically, succession planning in the financial services industry – is a hot topic.  An aging advisor workforce, combined with a lack of qualified professionals ready to lead, puts the financial services industry in a fragile predicament.  

Succession planning is a topic I feel passionate about.  It’s a topic that directly affects me and my future in the business.  With so many aging advisors without a succession plan in place, it’s a topic that I feel needs to be discussed.

That’s why I am super excited to be heading to Minnesota this November 4th, 2015, to speak at the Financial Planning Association’s Minnesota Symposium on succession planning in the financial services industry from the buyer’s perspective.

Here is the description of my session:

With all of the recent focus on succession planning in the financial services industry, most of the discussion has been from the perspective of the established advisor looking to sell their business.  In this session, Daniel Zajac will share his thoughts on succession planning from the buyer’s side.  Daniel will address what to expect in exploration, strategies in terms of a transition deal, and the importance of finding a good fit.  This session offers timely insights for all attendees, whether you are thinking about selling your practice or wondering whether buying a practice is right for you.

So, whether you are someone interested in buying a financial services practice or someone who is looking to sell, please come and check me out in Minnesota as I share one guy’s opinions, one guy’s thoughts, and one guy’s observations as to what he looks for and how he looks at a deal.

P.S. In my continual effort to learn, I am always looking to speak with advisors who have been on the buy or sell side of a transaction.  If you fit the bill and are willing to chat about your experience – confidentially, of course – please feel free to send me a note!


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2 Responses to A Buyer’s Take on Succession Planning – The Live Version!

  1. Michael Kitces July 12, 2015 at 4:21 pm #

    That’s awesome, kudos! I’ll see you there at the FPA MN event! 🙂
    – Michael

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