Succession planning is an important part of owning a successful business and exiting gracefully when you retire or die. It protects you, your family, and your clients in the event of a sudden change in your life circumstances that would prevent you from going to work every day. It provides you with an opportunity to value and sell the business that you have worked hard to build.

Did you know that without a succession plan in place, all brokerage businesses, by default, will go to LPL Financial? In addition, all RIA business will become a house account of GVA. Please don’t put us or your family in such a precarious place.

We are asking that start your succession plan today. To get started, please review the GVA Succession Plan Agreement and send the signed version to operations@greatvalleyadvisors.com.