Knowledge and Insight > Plan for the Future

Succession Plan Strategy: Inside Angle

Ann Marsh | Financial Planning, October 2013

Summary: This article talks about a strategy to find a durable business model. It follows Rob Francais, CEO of Apiriant, as he explains how the strategy works. For RIAs who want to ensure clients that their firm will endure to serve their children and grandchildren, a robust internal succession plan is critical.

If you are owned by a private equity firm that expects a certain return on its investment, then there’s a competing objective" that conflicts with the firm’s interest in serving both its clients and its own advisors well,"

Rob Francais, founder and CEO of Aspiriant

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