We make succession
planning easier

Planning for the day when you transition the business you’ve built to someone else can be a daunting task. But it doesn’t have to be.

In addition to providing you with access to expert succession planning consultants, SagePoint Financial offers access to two customizable succession and continuity programs that can be customized to fit your specific business model:

The Business Value Program

The Business Value Program (BVP) has been developed by David Goad, president of Succession Planning Consultants. The BVP is structured to give you, as a business owner, the ability to independently implement a custom plan to create, protect and extract the maximum value from your practice. We offer numerous opportunities to interact, including 7 regional planning meetings for advisors to explore the succession planning topic. The BVP provides a framework for early, mid, and late-career independent advisors which includes:

• Sample buy/sell agreements
• Business forms
• Compensation models
• Continuity plan templates
• Valuation calculators
• And strategies for enhancing what your practice is worth

TRANSIT: FP Transitions

FP Transitions (FPT) is the nation’s largest and most experienced succession and continuity planning consulting firm. While its range of services is comprehensive, the most compelling feature of FPT is its "a la carte" service options. If you're already in the process of implementing your future plans, but need help with specific tasks, FPT can fill in the gaps. This extensive library includes:

• Transaction paperwork- contracts, forms, buy/sell agreements, etc
• Practice valuation tools
• Continuity plans for specific unexpected events
• Structured employee plans...and more