Make sure you reap what you sow
Less than 4% of all independent advisers have ever had their businesses professionally valued, and less than 10% have any formal, written succession plans in place.
Years ago, I met an elderly farmer in ill health who had struck it rich late in life through an oil discovery on his land.
His greatest regret? Not realizing that his most valuable asset had been literally surrounding him all along.
It could have been worse.
He might never have discovered the tru
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