A principal working at his laptop

Tools for advisers planning succession

What your practice is worth Step-back readiness

What your practice is worth

  • Recurring and initial advice income
  • Client households and their age profile
  • Annual reviews
  • Income from your ten largest clients
  • Clients who would stay without you
Value your book
Charts on a laptop at a meeting table
An adviser reading a client file

Step-back readiness

  • Your clients
  • The client file
  • Your team
  • The back office
  • Your plans and your date
Answer the twelve questions

The Securo brochure

Equity & General’s programme document for advisers: what Equity & General takes on, how the step back runs, and how the exit price is set.

Download the brochure (PDF)
An agreement being signed at a table

Talk to Steven Bates about Securo

Steven Bates, Director of Advisory at Equity & General, takes the first call with every adviser. Ring him on 020 8396 0486 or send a short note about your firm.

Send a note to Steven 020 8396 0486