Business Succession Planning

Presented by

Mr. P L Natarajan Iyer, CEO, Happyness Factory

About this talk

You have spent your entire career helping clients prepare for their retirement. But have you given a serious thought on who will take care of your business and clients when you take a backseat? When advisers do not plan for their own Business Succession, they put their clients as well as their family members at risk. By failing to plan your own retirement, many of you deprive your family members of reaping the benefits of the painstaking effort put in by you to build your business. Most Financial Professionals think of succession as an event. Rather, it is a process and needs to start early. But how to go about it? Join us for an insightful webinar on How to Plan your Business Succession with Mr. P L Natarajan Iyer, CEO, Happyness Factory. He will share his thoughts and learnings on how advisers and mutual fund distributors should approach and plan their Business Succession. What you will learn: • Why is Business Succession Planning important? • Types of Business Succession Planning • How to recognize an Ideal Partner for Business Succession • When to start Business Succession Planning • Steps involved in Business Succession Planning • Continuity for Next Generation So do not miss this webinar on June 11, Friday at 4 pm.

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