5 Issues Advisors Must Consider When Selling Their Practices
Revenue multiples are just one component that advisors need to consider. Others include amount of down payment, taxes and earnouts.
How Do You Transition More Clients Than You Have? By Doing It Right
Larger advisory firms usually get that way by offering better services than smaller ones.
A Plan for the Planners
Succession planning has never been at the top of most advisors' hit lists. As Tim Edwards, a principal with Prospera Financial, puts it: "It's one...
Exit planning strategies
When David Bugen and his partners decided to establish a plan for an eventual ownership transfer of Regent Atlantic, their priority was to ensure their...