Concerned about succession in your business?

07 June 2016 | | Sanlam

June 2016

Concerned about succession in your business?


	A successful financial planning business that can stand the test of time is highly dependent on the vision and commitment of its owners.

	Where ownership is based on a profound understanding of client needs, the chances of business success and wealth creation are high.

	Sanlam’s partnership with Aldes Business Brokers enables financial planners who are keen to sell their practices, to entrust the real value in their business to a brokerage that understands the intricacies and the value of building up a successful client base.

	This is why Sanlam incorporated the Aldes valuation model into its system and used their expertise to develop a web-based platform that can assist businesses with valuation and finding potential buyers. Not only will you benefit from the equity you’ve built up in your financial planning business, but you will also protect your clients by ensuring proper successors are in place – a process which Sanlam will facilitate on your behalf.

	If you have a financial planning business which you’re keen to sell, are committed to your client base and have very specific risk and opportunity scenarios relating to succession, then the Aldes system is your answer.

	So, allow Sanlam and Aldes Business Brokers to assist you to delve into the finer detail of your business to ensure that real value and opportunities for growth are identified.


	Interested?

	Contact us on 021-947 5150 or email bluestarsupport@sanlam.co.za for a valuation of your practice.


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	Sanlam, 2 Strand Road, Bellville, South Africa \| www.sanlam.co.za Sanlam Life Insurance is a Licensed Financial Services Provider © 2014 Sanlam. All rights reserved.

quick poll

Question

COFI is coming, bringing a wave of change for financial planners. Which one of the following disruptors will have the biggest impact on your business?

Answer

Adviser categorisation Omni CBR Remuneration models We are ready for all of it

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