Broker Check

Succession and Contingency Planning

SAFEGUARD YOUR GREATEST ASSET: YOUR BUSINESS

TEMPLATE AGREEMENTS

BFC has template agreements that provide our financial professionals a starting point for establishing their strategy. The greatest barrier to succession planning tends to be the uncertainty of the process and knowing how to navigate the complexity. With the template agreements, we have taken the initial step to help you begin the journey.

Contact businessdevelopment@berthel.com