what-your-financial-planning-practice-is-worth

Do you know what your practice is really worth?

More than 50 percent of practice owners tell us that they do not know what their practice is really worth. In a service-lead business with clients moving in and out and products constantly evolving, this is not a surprising predicament, however when a practice owner decides it’s time to sell and move on, knowing the value of your practice is ...
mistakes-selling-your-practice

Selling your practice? Don’t make these 3 mistakes.

Following from my last blog where I discussed the three common problems practice owners create when selling their practice, I‘d like to continue this theme by sharing the three big mistakes made by practice owners that ultimately create these problems in the first place. Firstly, let me state it’s easy to make mistakes. This is particularly relevant if you haven’t ...