Planning for the perpetuation of your firm can be difficult and extremely challenging. We took it a few steps further, then simplified the process.
Alinea has a unique ability to help both sides of the table, along with the track record to prove it. For the last five years, we have been active in assisting advisors to ensure their lifetime of work would continue, and they would be compensated.
As financial professionals, it's time we practice what we teach.