BUSINESS SUCCESSION ROADMAP
Using our proprietary business succession roadmap, we help our Member Firms make the journey towards the next chapter of their business a successful one. With both internal and external resources, our roadmap helps steer Members toward a sustainable future business structure. Whether the focus is on ensuring clients are well taken care of, maintaining part ownership or control of the business, risk management, monetization, or retiring on their own terms, this tool helps our firms reach their succession goals.
Streamline your back-office operations using our proprietary platform for processing new business and service items digitally, including the ability to make financial planning requests and track in-progress cases.
Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor.
130 Springside Drive, Akron, Ohio 44333. (800) 765-5201. FINRA | SEC | SIPC |MSRB | ©2023 Valmark Financial Group | All rights reserved.