Exit planning is completely owner-centric. YOU get to decide what you do with your advisory practice. And yes, you intend on implementing an exit strategy
Selling a financial advisory practice, or any other practice for that matter, is not an easy decision. You have spent hours upon hours upon working
What is Succession Planning? Succession planning is a strategy for identifying and developing the leaders of the future of your advisory business. It is used
To survive and thrive in the ever-changing landscape of the global market, Foreshadowing, strategizing, and careful implementation of strategies have always been the essential tools
Thinking about becoming a financial planning entrepreneur? If you are considering having your own practice, you basically have two options: you can start your own
Who’s next in line to carry forward your legacy with the same grace and poise? To take care of your esteemed clientele with utmost concern
Imagine that on the eve of your wedding, you make a plan to divorce your spouse, on friendly terms, in about 15 years. During those
We understand that business owners are so busy addressing today’s economic challenges that they can overlook the critical task of Exit Planning. We also understand
“I can’t play golf every day.” “My wife wants to see more of me — but not at every breakfast, lunch, and dinner!” “What do
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