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The Truth About Selling an International Financial Planning Business | Dan Dickinson
What actually determines whether a financial advice firm can be successfully sold?
In this episode of Financial Planner Life, we sit down with Dan Dickinson to explore the reality behind selling a business and why most advisers are thinking about exit in the wrong way.
From the outside, exit often looks like a financial event.
Valuations, deal structures, and timing.
But as Dan shares, the real pressure points sit elsewhere: in culture, in structure, and in whether a business can truly operate without its founder.
He talks through his own journey of exploring multiple offers before joining…
The skinny
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