Abstract: Methods and apparatuses are described for matching registered investment advisors based upon succession planning objectives. A server computing device receives a matching request from a first client computing device, the request including an identity of a first registered investment advisor and a succession planning track assigned to the first registered investment advisor. The server computing device generates a list of one or more other registered investment advisors based upon the succession planning track assigned to the first registered investment advisor, where the list includes an identity for each of the one or more other registered investment advisors. The server computing device transmits the list to the first client computing device. The server computing device receives a selection of a second registered investment advisor from the list. The server computing device transmits a notification to a second client computing device associated with the second registered investment advisor.

Abstract: Methods and apparatuses are described for determining a succession planning track for a registered investment advisor. A server generates a plurality of statements associated with business and personal goals, and each statement in the statement sets is associated with one or more succession planning tracks. The server determines one or more preliminary tracks based on selected statements received from the remote computing device. The server generates a set of business and personal value statements associated with the preliminary tracks. The server determines a final track based on a priority ranking for at least one of the business and personal value statements. The server generates a succession action plan corresponding to the final track.

Abstract: Methods and apparatuses are described for determining a succession planning track for a registered investment advisor. A server generates a plurality of paired statement sets associated with business and personal goals, and each statement in the statement sets is associated with one or more succession planning tracks. The server receives a statement selection for each set of paired statements, determines one or more preliminary tracks, and generates a first set of business and personal value statements associated with the preliminary tracks. The server receives a priority ranking for at least two of the value statements and determines one or more intermediate tracks. The server generates a checklist with a second set of value statements associated with the intermediate tracks. The server receives a set of responses to the second set of value statements, determines a final track, and generates a succession action plan corresponding to the final track.