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Dodgers View Drop Down
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    Posted: Jan/09/2018 at 4:53pm
I am the investment manager for two advisors at a RIA hybrid with a regional B/D. I have been in discussions with one of the advisors on a succession plan for the next 5 -7 years. As part of those discussions, he brought up that he would like to sign an agreement with me to give me a right of first refusal on his practice as a way of showing his intent to eventually complete a succession plan with me. He wasn’t sure of what would be the best resource to draw up the document (we have a template for a buy-sell aggreement provided by our firm, but not a right of first refusal). Does anyone know of where would be a good resource to find this kind of document? Anyone done something like this before or have any tid bits of wisdom for me?
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missionshooter View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote missionshooter Quote  Post ReplyReply Direct Link To This Post Posted: Jan/09/2018 at 7:30pm
Attorney drew up mine for a couple hundo.
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Get an attorney not some boiler plate document.
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