Define Seller's Objective(s)
As you consider the future of your practice, your actions today will determine whether you have the option of transferring your practice for the best value, or if you will ride it
out, continuing to service your clients until they day you decide to close your doors.
Regardless of your choice, there are factors you should consider today to protect yourself and do what’s in the best interests of your clients. Click below to start your journey.
Further Reading
Weighing your options
A successful plan that include details about people, assets and infrastructure benefits for both the buyer and seller.
by Clay Gillespie, CFP
Fact vs. fiction
Buying or selling a financial advisory practice is a significant event that requires serious consideration and planning.
by George Hartman
Don't just walk away
The experts explain why you should take the first steps toward your succession plan today.
by Kathryn Furtaw Keuneke, CAE
No strings attached
For Koss, breathing life into his established business allows him to remain engaged.
by Tammy Johnson Peon
Passing and receiving the baton
2010 Top of the Table Annual Meeting panel discussion
Moderator: James E. Rogers, CLU, CFP