Broker Check
Succession Planning

Succession Planning

A succession plan can look different for each business.  Whether it’s retirement or selling your business, the TAG team will work closely with you to establish a plan that fits your needs. 

  • Network of other financial advisors working toward a common goal
  • Access to Succession Link and My Succession Plan 
  • Access to valuation software - Truelytics
  • Templates for purchase agreements