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Succession Planning

Succession Planning

At OneSeven, we understand that succession planning is more than just preparing for the future; it’s about preserving your legacy and ensuring the continuity of your life's work. Whether you’re ready to retire, planning for unexpected life changes, or simply looking to secure the future of your business, our team is here to guide you every step of the way.
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Why Succession Planning Matters

Succession planning isn’t just for business owners or entrepreneurs. It’s a critical process for anyone who wants to ensure their financial future and the security of those they care about. Without a well-thought-out plan, families, businesses, and employees can face unnecessary challenges and uncertainties. Here are some key benefits of succession planning:

Here are some key benefits of succession planning:

  • Protecting Your Legacy – Ensure your values, goals, and vision are carried forward.
  • Minimizing Risk – Reduce the financial and operational risks that can arise from sudden changes.
  • Maximizing Value – Plan strategically to optimize the value of your business or investments.
  • Providing Peace of Mind – Gain confidence in knowing that your loved ones or stakeholders are prepared for the future.
  • Safeguarding Your Family’s Future – A solid succession plan ensures that your family is financially secure and protected from unexpected disruptions.
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How We Can Help

Our process includes:

At OneSeven, our team works closely with you to design a customized succession plan tailored to your unique needs.

  1. Understanding Your Goals – We take the time to learn about your personal, financial, and professional objectives.
  2. Evaluating Your Options – From internal transfers and family successions to mergers and acquisitions, we explore all potential pathways.
  3. Strategic Planning – We create a step-by-step roadmap that aligns with your goals and mitigates potential risks.
  4. Ongoing Support – Succession planning isn’t a one-time event. We provide continuous support and adjustments as circumstances evolve.

Take control of your future today.

Contact us to schedule a consultation and learn how we can help you build a seamless, effective succession plan that protects your legacy and sets the stage for lasting success.
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OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Certain Advisory Persons, are also registered representatives of MGO Securities Corporation, Member FINRA/SIPC (“MGOSC”). As a registered representative, securities may be offered through MGOSC. MGOSC and OneSeven are affiliated companies. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.

OneSeven earned a spot on USA TODAY’s List of Top Advisers in April of 2024 based upon a list compiled by market research firm, Statista. The list culled the list of investment advisers registered with the U.S. Securities and Exchange Commission down to the top 500 firms based on the growth of their assets under management over the short and long term, and recommendations from clients and peers. OneSeven did not participate in or pay to be included in the selection process.