Protect your most important asset - your practice

 

Key Management Group has partnered with legal experts in the area of transition planning to take the pain out of continuity planning. We have worked hard to remove all barriers to make this very crucial piece of mind accessible to all advisors. Our continuity plan options were designed to streamline the process for the advisor, while harnessing the full power of our expert team to make solid and enforceable plans. Our goal is to protect all that you've worked hard to build for your clients and your heirs should an unforeseen circumstance arise.

 

Key Areas Addressed

  • CONTINUITY & LEGACY PLANNING

Find the right solution for your personal situation:

Turnkey Continuity Plans

Some advisors have a clear idea of how they would want their practice transitioned in the event of their death or disability. For these situations, our Turnkey Continuity Plan provides a legally enforceable agreement between the two parties.

Turnkey Guardian Plans

For advisors who would like protection, but do not have a specific buyer in mind, we have developed our Turnkey Guardian Plan. With this plan, advisors can arrange for the sale of their practice to an unspecified buyer at a later date. (Some firms only)


Turnkey Continuity Plan Includes:

• Continuity Agreement written and reviewed by an attorney
• Professional Business Valuation
• 60-Minute Consultation with an M&A Expert
• 60-Minute Consultation with an Attorney
• Liaison to help you complete firm-required paperwork

Parties Involved

Advisor (Business Owner) and KMG Mergers & Acquisition Expert, Business Attorney

Frequency & Duration

Meeting: 60-Minute Session with M&A Expert
60-Minute Session with a Business Attorney

Turnkey Guardian Plan Includes:

• Guardian Agreement written by an attorney
• Professional Business Valuation
• 60-Minute Consultation with an M&A Expert
• Liaison to help you complete firm-required paperwork
• Professional team to handle the transition of your practice in the event of your sudden departure

Parties Involved

Advisor (Business Owner) and KMG Mergers & Acquisition Expert

Frequency & Duration

Meeting: 60-Minute Session with M&A Expert

Peace of Mind to know you are protected

 

You will have the confidence of knowing that the value of your practice is protected and your heirs, clients, and team have an actionable plan in place for any unforeseen circumstance.

Both plans begin with a professional Business Valuation conducted by an M&A Expert. After purchasing your plan, you will receive an email with instructions about how to proceed.

Turnkey Continuity Plan

Buyer has been identified

Turnkey Guardian Plan

Buyer has NOT been identified