Below you'll find a list of all posts from February, 2017
When you’re selling your financial planning practice, it’s easy to let emotions get the better of you. You may have spent years or even a lifetime growing your planning firm, and it is probably your most valuable asset. Unfortunately, many financial planners leave money on the table when the times comes to put the business up for sale – either …
Are you a baby-boomer financial planning advisor thinking about succession planning? Perhaps you want to acquire a financial planning practice as part of your growth strategy? Or maybe you’re going through a corporate breakup and it’s time to take stock. Whatever the reason, knowing the value of your firm, where you stand in the marketplace and what to expect from …
