Advisor Exit Guide
Winning on the Way Out
If you own a financial advisory practice with top line revenue of $250,000 to $2 million and want to sell within the next 1-5 years so all the stakeholders win, you've landed in the right place.
That's the outcome we guide our clients to achieve.
So many choices
Your RIA or Broker Dealer may have a business continuity plan to offer.
You may want to sell your firm to someone on your team.
There may be a business broker knocking at your door, suggesting how he can sell your business for top dollar for a hefty commission.
You may want to find a buyer under your own power and initiative.
Maybe you just let your business fade away before you close the doors like so many advisors do.
There are so many choices.
Each one has advantages and challenges.
What is an advisor to do?
That's where we come in.
We walk you through your options and empower you to make your 'best fit" choice so there is a win for everyone in the end.
Anything less is not good enough.