The reality is that you will leave your business one day. The question is, “Will you be in control of your exit, or will you allow fate and circumstance to dictate what happens to the business you have spent so many years building?”
My Succession Plan Playbook is a 35-page workbook where you record all the details of your “Exit Plan” as it is developed during your progress through the course. It becomes your permanent record of your ambitions, choices & decisions, so that when the day comes, you can implement with confidence. The Playbook is fully editable – if you change your mind about anything alond the way, you can easily update your plan, so it will always be ready when you are.
Get on the “Reserved” List to join the next group course
Investment: $1,997 with payment options
Begin anytime you want!
Investment: $997 with payment options
Succeeding at Succession™ is organized into 3 modules that take advisors on a 9-stage journey from awareness to action in preparation for their eventual, but inevitable, exit from their business.
By the time you have completed the course, you will have fully documented your exit plan in your personal Playbook that describes how and when you will transition your business, and how you will ensure your legacy is the one you want and deserve.
Drop the excuses and pretenses so you can start planning without fear or procrastination.
Stop believing all the succession planning myths to avoid making decisions that aren’t based on facts.
Learn what creates value in your practice so you aren’t short-changed when you decide it’s time to sell
Helps you understand the extent to which you are prepared, financially, emotionally and from a timing perspective, for your inevitable transition or exit from our business, whether that is in view for you now or somewhere well down the road
Don’t under-estimate the cost of your own retirement to avoid a lifestyle you don’t want or deserve.
Understand and manage the emotions of succession, so they don’t get in the way of what you want.
Gain and maintain control of the timing of your transition without locking yourself in
This is where things start to happen as you consider various exit options, how to choose the right successor and how to put together a deal.
Choose the best exit option so you don’t have to compromise when the time comes.
Know what makes a great successor so they don’t fail in their role as custodian of your legacy.
Learn what makes “a good deal” to eliminate the risk of having your plan falter in the details
“This course is a MUST DO for every advisor when they’re half our age. I thought I was so smart about everything regarding what to do when you decide to exit. As I kept working through all this stuff, it amazed me — all of the things that I hadn’t considered.”
Stephen Bishop
Financial Advisor, Stephen Bishop & Associates of Raymond James Ltd.
“George Hartman is a wonderful man and teacher. The experience and knowledge he and his team deliver is exceptional. The rest is up to us.”
Frank P.
Langley, BC
“The Succeeding at Succession course helped me put a new lease on life of my business after 40 years in the industry. I came out of this experience with a more positive outcome than I expected as this process gave me a setting to deeply think about the future of my practice. It was a powerful and valuable environment having George Hartman at the table, with his depth of knowledge and his extensive experience in this area.
The weekly calls with George provided a unique setting for conversations with other advisors that allowed for different perspectives and instant feedback and the succession plan booklet gave the whole process traction ensuring actionable ideas were considered and documented.
I highly recommend anyone who wants to have the best possible outcome for their inevitable exit from their business take George’s succession course – there is nothing like it in the industry.”
Bradley Moore
CFA®. Founder, SAGE Connected Investing
| # of copies | Discount |
|---|---|
| 10 – 19 | 5% |
| 20 – 49 | 10% |
| 50 – 99 | 15% |
| 100 – 199 | 20% |
| 200 – 499 | 25% |
| 500 – 999 | 30% |
| 1000+ | 35% |
