Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
074: Position Yourself to Buy, Transition, and Sell an Advisory Business w/ Christine Timms
Every advisor I talked to knows the blood, sweat, and tears that goes into building a financial planning practice. And, every advisor believes that their business has value and wants to exit their business someday with a check that reflects that value they created (alongside the pride of building a business that lives beyond them).
Today we’re diving into the lifecycle of a business… and what you need to be doing to position yourself as the ideal candidate to be chosen as a successor and buy a business to help grow your practice.
We’ll talk about what it takes to make a smooth transition from…
The skinny
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