Mariner Platform Solutions: Have You Started Your Succession Plan Yet?

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When clients own their own businesses, they’re likely focused on day-to-day operations and how to gain efficiencies and grow. They’re less likely to focus on topics too difficult to imagine, including the possibility they could become impaired and unable to manage their business or what will happen to their business if they were to die. These are not easy topics to broach, but as advisors we know how important it is to make sure we are having the difficult conversations with our clients. That includes discussing succession planning for our business owner clients, one of the most challenging topics to address. As we know, many put off planning for what their business will look like without them, because they’re busy. More likely though, it’s because they really don’t know what they would do should something happen to them.


Succession Planning – MPS


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