By Colton Pence on February 15, 2023 Great Valley Advisor Group has relied on AdvisorBOB for best-in-class compensation services since 2018. AdvisorBOB also provides Succession Plans, Buy/Sell Agreements – and now is changing the game with its new BOBValue. The all new BOBValue tool allows advisors to access their book of business valuation, right in their AdvisorBOB dashboard upon login. We cannot stress the importance of having a succession plan in place, whether it is with LPL, another inside advisor, or an outside relationship. When you set up an agreement you are protecting yourself, your clients, your practice, and your family should something life-changing happen to you. And now with BOBValue accessing such information is quick, easy, and accurate. The BOB value is in its first iteration of deployment within AdvisorBOB. Soon, you will be able to review a fully customized in-depth book of business valuation presentation with the click of a button. For questions about AdvisorBOB, contact: info@advisorbob.com For questions about Succession Planning, contact the GVA Operations Team: operations@greatvalleyadvisors.com Compliance Tracking#: 1-05359746