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Many advisers lack a written succession plan, including 60% of those who will be retiring within five years
Many expect to sell their business to fund retirement, yet aren't preparing properly to do so
Selling a successful wealth management business is one of the hardest things an owner will ever do. Intense…
Some simple math suggests that just 17% of all clients were proactively approached by their adviser to discuss a succession plan
There are several key variables that will help determine a positive outcome for a purchase or sale.
As a financial adviser, you assist clients in planning for their future. But have you planned for the…
Determine the fate and future of your business before the regulators force you to do so
There are no guarantees your practice will attract the high multiple you think it deserves in a sale.
Does succession planning impose fiduciary obligations for investment advisers? This recently has become a hot topic of conversation,…
Key points every adviser should keep in mind when considering to buy or not to buy.
- Alternative Investments
- Bonds / Fixed Income
- Client Prospecting
- Client Servicing
- Defined Benefit Plans
- Defined Contribution Plans
- Health Care
- Individual Retirement Accounts
- Independent Broker-Dealers