LEAPS 
Legacy Exit & Acquisition Planning Strategies
SUCCESSION PLANNING
Legacy, Exit & Acquisition Planning Strategies (LEAPS)
Legacy Planning, Exit Planning & Acquisition Planning are offered by United Planners. It is time to ensure your family and clients are protected. Continuity plans can cover unexpected events, while succession plans can cover planned exits. Finding the right person to succeed you can be a challenge. UP can help with Successor Search Solutions! With the Silver, Gold and Platinum level offerings, United Planners can help match you with like-minded advisors under the Successor Search Solutions offering. In addition, UP can help coach you through a successful transition. Partnerships with external resources will substantially reduce the costs of documenting your intentions. Take new LEAPS in your practice!
SUCCESS STORIES
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Story 1
United Planners was formed in 1987 as a Limited Partnership. This very unique structure has withstood the test of time and creates an atmosphere of partnership and pride of ownership for financial professionals affiliated with the firm. Fifty-five percent of the firm’s annual profits are shared back with those financial professionals who qualify as Limited Partners.
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Story 2
United Planners was formed in 1987 as a Limited Partnership. This very unique structure has withstood the test of time and creates an atmosphere of partnership and pride of ownership for financial professionals affiliated with the firm. Fifty-five percent of the firm’s annual profits are shared back with those financial professionals who qualify as Limited Partners.
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Story 3
United Planners was formed in 1987 as a Limited Partnership. This very unique structure has withstood the test of time and creates an atmosphere of partnership and pride of ownership for financial professionals affiliated with the firm. Fifty-five percent of the firm’s annual profits are shared back with those financial professionals who qualify as Limited Partners.
