The decision to sell a financial services practice is a difficult one for any advisor to make. After a lifetime of work to build your business, how do you just turn it over to someone else? Will they work as hard as you have? Will they care for your clients as much as you do?
When selling your practice, you get just one chance to do it right.
We recently spoke with one of our clients about their journey to selling their business. Their story provides unique insights into the process, and illustrates the opportunities–and the mistakes–that many first time sellers make.