Legacy, Exit & Acquisition Planning Strategies (LEAPS)
Legacy Planning, Exit Planning & Acquisition Planning are offered by United Planners. It is time to ensure your family and clients are protected. Continuity plans can cover unexpected events, while succession plans can cover planned exits. Finding the right person to succeed you can be a challenge. UP can help with Successor Search Solutions! With the Silver, Gold and Platinum level offerings, United Planners can help match you with like-minded advisors under the Successor Search Solutions offering. In addition, UP can help coach you through a successful transition. Partnerships with external resources will substantially reduce the costs of documenting your intentions. Take new LEAPS in your practice!