Guides & Checklists

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Transition Planning: The Integrator and Aggregator Difference

Choosing a partner for the next phase of your business just might be one of the most personally complex decisions of your professional life. Whatever your reasons for seeking a transition, knowing your options before beginning your transition can help save you time, energy, and money.

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Succession Readiness Assessment

Download our Succession Readiness Assessment Tool to see where you land in your planning journey. The guide includes a vision exercise, succession options to consider, and key points to include in your plan.

Partnering for Growth: Partnership Options for Advisors

Find answers to the most important questions pertaining to transitioning from IBD affiliation to an RIA partnership in our latest case study.