In this guide, PPC LOAN teams up with successions experts, Advisor Legacy, to provide a comprehensive resource for both founding advisors and Nextgen advisors. The guide shows Nextgen advisors how to prepare for a leadership role and how to approach the founder, while demonstrating to the founder the value of Nextgen leaders and their role in the future of the practice. The guide concludes with resources on how to structure a deal, including the affordability of phased successions, financing, and risks and protections for both parties.

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