Unlocking Complexities of Succession Planning

Generosity & Education Center

Unlocking Complexities of Succession Planning

By Ed Gruver
egruver@bridgetowermedia.com

Business succession planning can be complicated. “If I were to look at it as a decision tree, the first decision is, ‘Am I selling it or am I transferring it to someone in my family? If I’m selling it, who do I want to sell it to? Are there people I know in the business who would be good at it?” said Jamie French, a wealth advisor and a managing partner at Advent Partners, a financial planning firm with offices in Gettysburg and Camp Hill.

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The Clients We Serve

They come to us for more than just strategy. Our clients seek conversations that feel like they matter. Because they do.

Our clients are as unique as their plans, but they tend to share a few things in common:

They’re disciplined savers with $1M+ in investable assets.
They care deeply about family, faith, and making a difference.
They want guidance that simplifies, not overwhelms.
They’re professionals, retirees, business owners, and big-hearted givers across Central PA and beyond.

Ready for a Plan That Reflects the Whole You?

Navigating retirement? Selling a business? Wondering how to pass on more than just money? We’re ready when you are. At Advent Partners, financial planning can be transformational. And you don’t have to do it alone.