Succession planning: By the numbers
![The percentage of advisory firms that are currently “planning to create a plan”, according to the <a href=http://www.investmentnews.com/article/20110411/INCR/120129985>2012 IN Adviser Solutions Succession Planning Study.</a> That compares with 32% who indicated that they were aiming to create a succession plan in 2010, based on a sample from the 2010 <i>InvestmentNews</i>/Moss Adams Financial Performance Study of Advisory Firms.
50% of firms in the 2012 study either have a plan in place or have executed a plan, while the remaining 6% have no succession plan.](https://s32566.pcdn.co/wp-content/uploads/2019/10/FREE_530009998_PH_2_0.jpg.optimal.jpg)
The percentage of advisory firms that are currently “planning to create a plan”, according to the 2012 IN Adviser Solutions Succession Planning Study. That compares with 32% who indicated that they were aiming to create a succession plan in 2010, based on a sample from the 2010 InvestmentNews/Moss Adams Financial Performance Study of Advisory Firms.
50% of firms in the 2012 study either have a plan in place or have executed a plan, while the remaining 6% have no succession plan.