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Succession, Exit, Continuity & Practice Emergency Plans

March 5, 2017 By Jon Luskin 1 Comment

When it comes to acquiring the existing business of an exiting advisor, there are two possible ways to do this: Your classic and well-known Exit and Succession Plan The more uncommon Continuity Plan

Disclosures & Legal

Jon Luskin is able to work with individuals in all states, except Louisiana, and is a registered investment adviser in the states of California, Florida, Massachusetts, New York, Texas, and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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