Posts by Scott Brittman

Exit Strategy Business Plan

Exit Planning 101:Financial Advisors Exclusive

Exit planning is completely owner-centric. YOU get to decide what you do with your advisory practice. And yes, you intend...

Financial Advisory Practice For Sale

Look For These Six (6) Things before Selling Your Practices

Selling a financial advisory practice, or any other practice for that matter, is not an easy decision. You have spent...

Succession Financial Planning

SIX TIPS FOR EFFECTIVE SUCCESSION PLANNING

What is Succession Planning? Succession planning is a strategy for identifying and developing the leaders of the future of your...

Exit Strategy Business Plan

Choosing the Right Exit Strategy for Advisory Practice Business

To survive and thrive in the ever-changing landscape of the global market, Foreshadowing, strategizing, and careful implementation of strategies have...

Buying Financial Advisory Practice

CAN YOU BE A FINANCIAL PLANNER BY BUYING AN ADVISORY PRACTICE?

Thinking about becoming a financial planning entrepreneur? If you are considering having your own practice, you basically have two options:...

Succession Planning For Financial Advisors

Three Key Essentials of Succession Planning for Financial Advisors

Who’s next in line to carry forward your legacy with the same grace and poise? To take care of your...

Advisor Succession Planning

Business Continuity Planning for Co-Owners

Imagine that on the eve of your wedding, you make a plan to divorce your spouse, on friendly terms, in...

Financial Advisory Practice For Sale

Exits Are Inevitable, Failure Is Not: Planning a Successful Exit

We understand that business owners are so busy addressing today’s economic challenges that they can overlook the critical task of...

Advisor Succession Planning

Former Business Owners Express No Regrets About Selling Out

“I can’t play golf every day.” “My wife wants to see more of me — but not at every breakfast,...

Financial Advisory Practice

Maintain Control, Save on Taxes, and Set Fair Value Using a Buy-Sell Agreement

There is a strong case for creating a Buy-Sell Agreement for co-owned businesses. If owners agree about how to appraise...

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