Succession Planning
Whether you are taking over another practice or you are considering retirement yourself, LexAurum stands ready to offer robust support in the succession planning process. Having a good succession plan on file can give you peace of mind and protect your practice in the case of an unexpected transition.
Practice Acquisition/Growth
LexAurum offers the following tools to advisors looking to grow via acquisition/purchase:
Detailed Planning Checklist
Customizable Template Agreements
Standard Letters and Forms to Help with the Transition
One-on-One Counseling
Ideas on Practice Valuation
Referrals to Qualified Attorneys and CPAs
Expertise on Key Person Life Insurance Issues
Death, Disability or Retirement
LexAurum offers the following tools to advisors looking to protect their practice in the events of death, disability or retirement:
Customizable Sample Agreements to Transfer Accounts
Sample “Caretaker” Agreements
Ideas on Future Practice Valuation
Access to LexAurum’s Network of Contacts and Financing Options
One on one Counseling
Referrals to Qualified Attorneys and CPAs
Complimentary Review for Compliance with Industry Rules