7 ways to prepare for your succession
http://www.smallbizadvisor.ca/news/7-ways-to-prepare-for-your-succession-1596


Advisors ignore own succession plans
http://www.advisor.ca/news/industry-news/advisors-ignore-own-succession-plans-17932


The pitfalls of failing to plan ahead
http://www.investmentexecutive.com/-/the-pitfalls-of-failing-to-plan-ahead


How to choose your right successor
http://www.investmentexecutive.com/-/how-to-choose-your-right-successor


Enhance the value of your business with a succession plan
http://www.investmentexecutive.com/-/enhance-the-value-of-your-business-with-a-succession-plan?


Promote the plan
http://www.investmentexecutive.com/-/promote-the-plan


The sale and servicing of an ongoing Insurance Practice
http://www.geller-insurance.com/articles/The%20sale%20and%20servicing%20of%20an%20ongoing%20Insurance%20Practice.shtml


Financial professionals need to act on their own Succession Plans
http://www.lifehealthpro.com/2003/02/10/financial-professionals-need-to-act-on-their-own-s


10 essential issues that every succession plan should address
http://www.investmentnews.com/article/20120725/FREE/120729953


Prepare to Sell Your Business
http://www.advisor.ca/tax/estate-planning/business-owner-clients-must-focus-on-sale-86380


Succession Planning for Insurance Agency Now is the Time
/pdfs/Succession-Planning-for-Insurance-Agency-Now-is-the-Time.pdf


Majority of small businesses still without succession plans
http://www.investmentexecutive.com/-/majority-of-small-businesses-still-without-succession-plans?


Make a long-term plan for your business
/pdfs/Make-a-long-term-plan-for-your-business.pdf


What is the potential worth of your clientele?
http://www.insurance-journal.ca/2010/03/26/what-is-the-potential-worth-of-your-clientele/


Prepare ahead to maximize the value of your business
/pdfs/Prepare-ahead-to-maximize-the-value-of-your-business.pdf


Looming buyers’ market increases need for succession planning
http://www.insurance-journal.ca/2011/03/19/looming-buyers%E2%80%99-market-increases-need-for-succession-planning/


Making your business saleable
http://www.investmentexecutive.com/-/making-your-business-saleable?


The Sale of a Practice
http://www.jamiegolombek.com/printfriendly.php?article_id=1188


Selling Your Practice
http://www.jamiegolombek.com/printfriendly.php?article_id=836


Selling Your Insurance Agency Or Book of Business
http://ezinearticles.com/?Selling-Your-Insurance-Agency-Or-Book-of-Business!&id=1761867


Time for succession
http://www.investmentexecutive.com/-/time-for-succession?


Burinses Transition Planning: Unleashing the tax opportunities
https://www.cibc.com/ca/features/transition-planning/sale-to-third-party.html


Defining Goodwill and Defending the Purchase Price Allocation - Goodwill
http://www.millerthomson.com/en/publications/newsletters/business-law-in-canada-recent-developments/2011-archives/summer-2011/current-cases-sale-of-business-defining


CRA - Buying a Business
http://www.cra-arc.gc.ca/tx/bsnss/tpcs/lf-vnts/byng/menu-eng.html


CRA - Selling a business
http://www.cra-arc.gc.ca/tx/bsnss/tpcs/lf-vnts/sllng/menu-eng.html


Share sale best strategy for owners
http://www.kpmg.com/Ca/en/IssuesAndInsights/ArticlesPublications/Documents/ShareSaleOwners_ArticleReprint_v1_WEB.pdf


Buying a business? Protect yourself from high severance costs
http://www.theglobeandmail.com/report-on-business/careers/career-advice/experts/buying-a-business-protect-yourself-from-high-severance-costs/article4570113/


Succession: Which Way to the Exit?
http://www.profitguide.com/news/succession-which-way-to-exit-41925?utm_source=EmailMarketing&utm_medium=email&utm_campaign=Profit_Newsletter


Succession: Exiting On Your Own Terms
http://www.profitguide.com/news/exiting-on-your-own-terms-41930?utm_source=EmailMarketing&utm_medium=email&utm_campaign=Profit_Newsletter


Merlin Chouinard - How I dealt with succession planning
http://www.advisor.ca/my-practice/how-i-dealt-with-succession-planning-91060


Passing the baton
http://www.advisor.ca/tax/estate-planning/passing-the-baton-10634


The Great Divide?
http://www.fa-mag.com/component/content/article/12348.html?magazineID=1&issue=198&Itemid=73


For succession to be success, advisers must face their fears
pdfs/For-succession-to-be-success,-advisers-must-face-their-fears_-InvestmentNews-February-2012.pdf


Half of owners of small, medium sized businesses to retire in next decade
http://www.investmentexecutive.com/-/half-of-owners-of-small-medium-sized-businesses-to-retire-in-next-decade?


Why partnerships make sense
http://www.advisor.ca/my-practice/partnerships-mean-independence-53208


How I dealt with succession planning
http://www.advisor.ca/my-practice/how-i-dealt-with-succession-planning-91060


Make succession planning a priority
http://www.advisor.ca/news/industry-news/make-succession-planning-a-priority-108901


Beginning the succession discussion
http://www.advisor.ca/news/industry-news/beginning-the-succession-discussion-2-19162


The science of practice valuation
http://www.investmentexecutive.com/-/the-science-of-practice-valuation


Becoming an emeritus adviser
http://www.investmentnews.com/article/20130714/REG/307149999?issuedate=20130714&sid=SP0714


Means of transition
http://www.investmentnews.com/article/20130714/REG/307149997?issuedate=20130714&sid=SP0714


Checklist for Practice Review
/pdfs/CHECKLIST-for-PRACTICE-REVIEW.pdf


How to value your practice
http://www.investmentexecutive.com/-/how-to-value-your-practice


Succession Planning. Are You Ready?
http://moneyfyi.wordpress.com/2013/10/18/succession-planning-are-you-ready/#!


Succession planning: It’s not just for big business
http://www.smallbizadvisor.ca/your-business/succession-planning-it%E2%80%99s-not-just-for-big-business-2628?Print


What is the process of selling a business?
http://www.advisor.ca/my-practice/what-is-the-process-of-selling-a-business-135213


Strong Compliance can boost the value of Business
http://www.insurance-journal.ca/2014/03/17/strong-compliance-can-boost-value-of-business/


Nearly Three Quarters of Advisors have no Succession Plan
http://www.insurance-journal.ca/2014/03/17/nearly-three-quarters-of-advisors-have-no-succession-plan/


How to Clone Yourself
http://www.profitguide.com/manage-grow/strategy-operations/how-to-clone-yourself-58612?utm_source=EmailMarketing&utm_medium=email&utm_campaign=Profit_Newsletter


Succession planning can bring in business
http://www.investmentexecutive.com/-/succession-planning-can-bring-in-business


A succession plan shows cracks at ice-sculpting company
http://www.theglobeandmail.com/report-on-business/small-business/sb-growth/the-challenge/a-succession-plan-shows-cracks-at-ice-sculpting-company/article24572514/


Don’t Wait for Succession Planning to Become Mandatory
http://www.advisor.ca/tax/estate-planning/dont-wait-for-succession-planning-to-become-mandatory-2-183555


Selling your book? Stay involved
http://www.investmentexecutive.com/-/selling-your-book-stay-involved


Investment advisors failing to get best value for their business
http://www.wealthprofessional.ca/news/investment-advisors-failing-to-get-best-value-for-their-business-202749.aspx


The keys to successful succession planning
http://www.investmentnews.com/article/20160320/FREE/160319920?template=printart


The succession planning crisis: How to transfer your legacy to millennials
http://www.theglobeandmail.com/report-on-business/careers/leadership-lab/the-succession-planning-crisis-how-to-transfer-your-legacy-to-millennials/article29289353/


What are realistic expectations when acquiring a practice?
http://www.financial-planning.com/partner_insights/what-are-realistic-expectations-when-acquiring-a-practice-2695861-1.html?zkPrintable=true


The Secret Reason Most Entrepreneurs Don’t Plan Their Exit
http://www.profitguide.com/prosper/entrepreneur-avoiding-exit-planning-58106


Baby boomers, plan your business' exit strategy now
http://www.bizjournals.com/baltimore/news/2016/02/07/baby-boomers-plan-your-businessexit-strategy-now.html


Succession planning: Are you emotionally prepared?
http://www.investmentexecutive.com/-/succession-planning-are-you-emotionally-prepared-


Tips for succession to a Millennial generation member
https://www.familybusinessmagazine.com/tips-succession-millennial-generation-member


Four qualities that show you’re a natural person to mentor others
http://business.financialpost.com/executive/careers/four-qualities-that-show-youre-a-natural-person-to-mentor-others


Preparing your practice for succession
http://www.investmentexecutive.com/-/preparing-your-practice-for-succession


Why It's Never Too Early to Start Thinking About an Exit
http://www.inc.com/carter-and-courtney-reum/it-s-never-too-early-to-start-thinking-about-an-exit.html


Becoming an ideal successor
http://www.investmentexecutive.com/-/becoming-an-ideal-success-1


Exit is not a four letter word: How to transition your practice profitably and proudly
http://www.investmentexecutive.com/-/a-smooth-departure


The Financial Advisor’s Ultimate Cheat Sheet to Succession Planning
https://finaeo.com/the-financial-advisors-ultimate-cheat-sheet-to-succession-planning/


Succession planning is about creating and tending to a leadership pipeline so that the founder has an exit strategy
http://www.investmentnews.com/article/20160804/BLOG09/160809962/the-succession-discussion-has-to-change


Top Five Considerations For Advisors Bringing Their Children Into Their Practice
http://www.fa-mag.com/news/top-five-considerations-for-advisors-bringing-their-children-into-their-practice-28119.html?section=40


Why succession planning is essential for baby boomer businesses
http://www.wealthprofessional.ca/news/why-succession-planning-is-essential-for-baby-boomer-businesses-212202.aspx


4 Things Small Business Owners Must Do to Retire Comfortably
https://www.entrepreneur.com/article/249118


Running your own business includes planning for transition
http://www.theglobeandmail.com/globe-investor/personal-finance/taxes/running-your-own-business-includes-planning-for-transition/article31380546/


Position succession as a growth strategy
http://www.investmentexecutive.com/-/position-succession-as-a-growth-strategy


Best practices for working with family members
http://www.lifehealthpro.com/2016/08/27/best-practices-for-working-with-family-members


How To Avoid Common Mistakes When Selling A Practice
http://www.fa-mag.com/news/how-to-avoid-common-mistakes-when-selling-a-practice-28973.html?section=40


Succession Planning Is Key to Smooth Transitions
http://www.wsj.com/articles/succession-planning-is-key-to-smooth-transitions-1465410506


Succession planning tips for small-business owners
https://www.sunlife.ca/ca/Learn and Plan/Money/Financial planning tips/Succession planning tips for small-business owners


How Much Is Your Business Worth?
http://moneyfyi.wordpress.com/2013/10/16/5108/


Everything you need to know about buying and selling a book
http://www.advisor.ca/tax/estate-planning/everything-you-need-to-know-about-buying-and-selling-a-book-212065


The insurance succession puzzle
http://www.investmentexecutive.com/-/the-insurance-succession-puzzle


Four questions to ask yourself before you buy a book of business
http://www.investmentexecutive.com/-/four-questions-to-ask-yourself-before-you-buy-a-book-of-business


Complex And Deeply Rewarding Transitions
http://www.fa-mag.com/news/complex-and-deeply-rewarding-transitions-29233.html


Retirement Planning for Small Business
http://findependencehub.com/retirement-planning-small-business/


One-way buy-sell agreements: the mechanics and benefits
http://www.lifehealthpro.com/2016/10/27/one-way-buy-sell-agreements-the-mechanics-and-bene?ref=hp-features&page_all=1


Incorporation issues when selling your book
http://www.advisor.ca/tax/tax-news/incorporation-issues-when-selling-your-book-217668


Tax and legal considerations when selling your book
http://www.advisor.ca/tax/tax-news/tax-and-legal-considerations-when-selling-your-book-203889


Finding the right buyer for your book
http://www.advisor.ca/my-practice/finding-the-right-buyer-for-your-book-205568


Getting the best price for your book
http://www.advisor.ca/tax/estate-planning/getting-the-best-price-for-your-book-208072


Continuity and Succession Planning: What’s the Difference?
http://blog.findbob.io/continuity-and-succession-planning-whats-the-difference/


The “succession” conversation
http://www.investmentexecutive.com/-/the-succession-conversation


Don't skimp on due-diligence when buying another business
http://www.professionaladviser.com/professional-adviser/feature/2478237/dont-skimp-on-due-diligence-when-buying-another-business


Selling a book when incorporated vs. unincorporated
http://www.advisor.ca/news/industry-news/selling-a-book-when-incorporated-vs-unincorporated-220555


“The new tax rules will result in higher taxes on the sale of goodwill and the inability to defer income from the sale of a business using a corporation,”
http://business.financialpost.com/legal-post/selling-your-business-ask-your-advisor-about-the-pending-new-rules-on-goodwill


Business succession: Pros and cons of appointing internal successors
http://adviserbusinessreview.com/pros-cons-appointing-internal-successors/


Six Steps Sellers Of Independent Financial Advisors Should Take Before Signing The Deal Papers
http://www.fa-mag.com/news/six-steps-sellers-of-independent-financial-advisors-should-take-before-signing-the-deal-papers-30700.html?section=40


Business succession planning and the buy-sell agreement
http://www.lifehealthpro.com/2017/01/30/business-succession-planning-and-the-buy-sell-agre?ref=hp-features


Top tips for maximising the success of an exit
http://www.professionaladviser.com/professional-adviser/feature/3005292/mark-hardwicke-top-tips-for-maximising-the-success-of-an-exit


Business-transition tsunami coming for aging baby boomers
http://www.theglobeandmail.com/globe-investor/business-transition-tsunami-coming-for-aging-baby-boomers/article34200226/


How to create a sellable business
http://www.lifehealthpro.com/2017/03/13/how-to-create-a-sellable-business?ref=hp-features


Advisor firms challenged by inter-generational gap
http://www.wealthprofessional.ca/news/advisor-firms-challenged-by-intergenerational-gap-223002.aspx


Move to fee-based advice could tank the value of mutual fund clientele
http://insurance-journal.ca/article/move-to-fee-based-advice-could-tank-the-value-of-mutual-fund-clientele/


Planning your exit A guide to creating an effective succession plan and exit strategy

<snip>Nucleus-WhitePaper_SuccessionPlanning.pdf</snip>


Navigating the world of succession planning - Filip Slipaczek
https://www.professionaladviser.com/professional-adviser/news/3011109/navigating-the-world-of-succession-planning-filip-slipaczek


Passing The Torch: Selected Topics In Business Succession Planning
http://www.mondaq.com/article.asp?articleid=608280&email_access=on&chk=2181086&q=1572806


What’s your practice worth?
http://www.investmentexecutive.com/-/what-s-your-practice-worth-


Past Performance Is No Indication of Future Returns
https://ffipractitioner.org/2017/08/09/past-performance-is-no-indication-of-future-returns/


How early to tackle business transition issues
http://www.advisor.ca/news/industry-news/how-early-to-tackle-business-transition-issues-239586


Finding the Right Match When Selling Your Firm: A Checklist
http://www.thinkadvisor.com/2017/09/05/finding-the-right-match-when-selling-your-firm-a-c