Retire and remain: Sellers seek greater flexibility in succession planning
While some advisors choose to sell their practices and retire, others wish to remain for a specific time and work for the new owners.
As the advisor population ages and more advisors start creating their succession plans, flexibility has become a bigger topic of conversation in recent acquisitions. Retiring advisors want to create their own plans for exiting the business and in many cases, they want it to be on their terms. There
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