Succession planning: By the numbers
![The most important factor in transitioning ownership? Continuing the firms' legacy and reputation was the #1 response of advisers (77%) who have already executed a succession plan. Number 2 on the list was identifying the firm's successor, which 50% of advisers indicated was the most important factor of transitioning ownership.
Source: <a href=http://www.investmentnews.com/article/20110411/INCR/120129985>2012 IN Adviser Solutions Succession Planning Study</a>](https://s32566.pcdn.co/wp-content/uploads/2019/10/FREE_530009998_PH_4_0.jpg.optimal.jpg)
The most important factor in transitioning ownership? Continuing the firms' legacy and reputation was the #1 response of advisers (77%) who have already executed a succession plan. Number 2 on the list was identifying the firm's successor, which 50% of advisers indicated was the most important factor of transitioning ownership.
Source: 2012 IN Adviser Solutions Succession Planning Study