The role of succession planning for a broker is not actually typically appropriate. Usually, a business owner will have an accountant or wealth manager that will advise on succession planning. A broker may enter the conversation is when it comes to organizing the business affairs with respect to being sellable (financials, documents, etc.). Essentially, the broker will take a look at what needs to be cleaned up in order to look attractive to purchasers. Typically these brokers work closely with accounting to ensure there are no personal items or inappropriate expenses still running through the business.