Are You Ready To Sell Your Advisory Firm?
If you’re anything like me, you are passionate about what you do and the clients you serve. You’ve probably spent countless hours building your advisory firm from the ground up and are proud of the career you’ve experienced. But now you are beginning to slow down, looking to retire and move on to the next stage in life. The problem is, you want the best for your clients because of how much you’ve invested in their lives. Can you walk away from all you’ve worked for? Here are some questions to ask yourself as you face this life transition.