Business Continuity Planning for Financial Advisors

Good planning can help you improve client retention, maintain continuity during illness or other absence and help you get the most value out of your practice when you are ready to retire.

Do You Have a Plan?
The financial advisory business is more complex today than it was just five years ago, and determining when and how to transition your practice can be overwhelming. With years of experience and industry relationships, Henschen & Associates can help.

Get peace of mind for yourself and your clients. Call Henschen & Associates today to get started with your business continuity and succession planning, or book valuation.