Continuity Planning

(3–7 Years Before Retirement)

Set a strong foundation to address potential disruptions.

Identifying Key Contingencies
Together, we identify potential risks, from health challenges to market changes, and create a proactive strategy to help maintain continuity of service and support for your clients.

Choosing a Qualified Backup Advisor
We guide you in selecting a qualified backup advisor that you value who understands your practice and client relationships. You have the freedom to choose and we want to help you find someone who reflects your values and commitment to client care.

(2–5 Years Before Retirement)

Strengthen your practice with safeguards that maintain what you’ve built.

Legal & Operational Protections
Cedarwood works with specialists to facilitate essential agreements—like buy-sell contracts or interim management plans—that formalize the continuity process. More importantly, Cedarwood will work with them to support your loved ones obtaining fair market value for your practice if you pass unexpectedly.

Reassuring Your Clients
Communicate your continuity plan to key clients, demonstrating your long-term dedication to their financial well-being. Early, transparent conversations foster collaboration and reinforce your commitment to their performance.

(As Needed)

Execute your strategy smoothly when the time comes.

Smooth Transitions
Enable a hassle-free handoff by equipping your chosen advisor with detailed client records, operational guidelines, and a clear action plan to maintain consistency and care.

Regular Reviews & Updates
Continuity planning isn’t a one-time task. Cedarwood offers regular reviews so that your plan stays aligned with changes in your business, personal goals, or team dynamics, keeping it ready when you need it.