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Retirement / Succession Planning

There comes a time when the thoughts of exiting the industry become a reality.

It is vital for an FSP, their clients and staff that a successor/ exit strategy is identified in advance of these thoughts.

The succession plan becomes a key business strategy that ensures the transfer of control is seamless process when the owner exits his business.

Identifying the right successor and integrating them into the business also ensures that clients’ needs will continue to be met and as such, the business owner is able to fulfil his/her moral obligations to them.

Clients are more likely to remain with the business if there is a proper hand-over and they have received assurance of receiving on going service.

Orchid has a longstanding successful model of assisting Brokers in managing their retirement/exit expectations.  We assist FSPs with practical guidance, business valuations and assessments.

Sound Interesting?

We would love to hear from you.