Moving Your Business
Selecting your next Firm is a daunting process. Reduce the guess work by leveraging 15 years of industry experience.
From the Podcast
Listen to the Podcast to learn more about Advisor compensation trends, and see how your take home pay measures up with your peers.
Selling Your Practice
Ask the Right Questions
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Determine the fair value for your practice and work to make sure you capture the best deal for you.
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How long do you hope to continue working and in what capacity? And how does this effect the value of your practice?
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What characteristics are most important to you in your eventual successor? How do you plan to onboard and transition to this ideal fit over time?
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How would you like to monetize your practice and how will the structure effect the overall amount received for the sale of your business?
