How financial intermediaries achieve a successful succession

This is the first of a series of articles that will examine what enables financial intermediary firms to achieve enhanced and lasting value, and the steps that they should consider to consolidate their position as they progress towards succession in the business. That may eventually be a sale, a management buyout, setting up an Employee Ownership Plan or some form of family succession. What is the most appropriate outcome will evolve over time but there are important steps to be taken along the way, which will enable these decisions to be made with informed knowledge and confidence. T...