What's Your Succession Plan?

Navigating succession planning while operating your business can be overwhelming. With a variety of options for the future of your business, it can be difficult to establish the right plan. Succession planning is not just a matter of when you’ll retire: it provides security for your business, clients, and loved ones in the event something unexpected happens.

What Is Succession Planning?

Before starting the succession planning process, it is easy to identify the largest moving pieces: what are your personal retirement goals? Who do you have in mind to take over the business?

Click to see how this process can become more complicated.

What Succession Planning Actually Entails:

Succession Planning is not just a matter of who will take over the business. It requires written agreements, negotiations, and a vision for the future of our clients and staff.

A Message From VLP's Founders

Hear directly from VLP's Founders, Bruce Vaughn, Rose Price, and Dan Lash, about the emerging trends in succession planning, and why this business decision feels very personal. They address how VLP has successfully helped 9 advisors retire since the firm's founding.

Why VLP?

Firmly rooted in the Northern Virginia and greater DMV community
Prioritizing connection with clients through face-to-face interactions at our office in Vienna, VA
Creating conversations through site visits to prospects and clients
Successfully acquired 9 firms, spanning a variety of sizes and business models

Ready to learn more? Set up a meeting with Chris Mellone.

Chris Mellone CFA, CFP^®, AIF^®

Partner, Financial Advisor

703-356-4360 x722

cmellone@vlpfa.com

Chris believes that executing a defined and disciplined investment process is one of the most essential parts of financial planning. Chris leads VLP’s Investment Committee.

Succession Planning