Whether you’re passing your business on to someone else or looking to buy a book of new clients, it’s critical to create a good succession plan.
At Voya Financial Advisors, we can help you make the right choices and position your business so it’s more attractive to buyers. We can help explore your options, do a business valuation, get your documents in order and even transition your clients. And if you’re looking to buy a book of business, we offer comparable support. From start to finish, we’ll help you implement a plan that will ensure that you, your team and your clients remain happy long after succession.
Our succession planning strategy is designed to identify value and help you transition using the equity management process.
This strategy focuses on building your business equity to encourage growth while retaining clients and assets. The goal is to enhance the value of your business while increasing the quality and length of client service provided.