Broker Check

Succession Planning

Secure Your Future - Extend Your Legacy

Kraner, LLC has extensive experience with succession planning and business acquisitions. Vladislav Zherenovsky, the CEO of Kraner, LLC, has acquired 10 books of business over the past 13 years.  We believe that well-run businesses know the importance of planning for the future. Kraner, LLC is looking to continue its expansion while keeping your legacy and protecting your clients.

We understand that your succession is one of the most significant events of your life. Our mission is to help you ensure your clients will continue to live their signature life. The succession plan you select is as important to you as it is for your clients. Clients want to know that they’re being taken care of by someone you trust. Most importantly your client will know you have put their needs first and foremost as part of your plan.

Although a solid succession plan or sale of your business requires many detailed steps, here are a few questions to consider as you embark on this journey:

  • Do you have a time frame for the transition or sale of your business?
  • Do the values of the successor firm align with yours and your clients? 
  • Have you obtained a proper valuation considering items such as: Breakdown of business (% of fee-based business vs commission), client mix (age distribution and concentration), exclusive agreements/relationships)?
  • Do you have a dollar figure in mind for the ultimate value of the firm?
  • Would you prefer to have an outright sale of your business immediately or would you like a slow transition away?

We welcome the opportunity to meet with you and learn more about you and your business. If you are interested in selling your book of business or establishing a succession plan, we urge you to contact our office at 201-374-4079.

We look forward to making your acquaintance and welcoming you to the Kraner Family.

For more information or questions on how we can assist you

Please send us a quick email or call our office. We appreciate the opportunity to speak with you. | 201-374-4079