Since 2010 Eighty20 Advisors  has been active in bringing the issue of Succession to the attention of leaders in the Financial Services community.  Allen has made presentations on the topic and we have written articles on the impact of demographics and cross specialty integration - Advisor/Insurance practice mergers.

A twelve page industry status report is pending publication on January 23rd and this article will be posted here as soon as it is released.

Contact us at for a publication alert.

Eighty20 Exchange Genesis

Eighty20 Exchange was created to serve the financial services Industry – Why?

  • allen
  • January 10, 2013 11:21 am
  • Eighty20

Succession plans and why you should have one!

Webinar content originally delivered with NAFA – Nov 2012

Growth through Acquisitons

How to frame a strategy around acquisitions.