Yes. Dynamic works with advisors seeking relationships to grow their practices. We can arrange for, and help advisors to develop a succession (or contingent succession) plan relationship to protect the future of their practices. Dynamic can be your succession plan, or we can connect advisors who are looking for an exit strategy with those positioned to acquire practices. For more information, see “M&A Journeys: Continuity Vs. Succession” or watch the Dynamic Resource Call webinar for more insights on this topic.
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