 The inherent complexity of selling advice firms calls for compromise, which means these businesses rarely close “Goldilocks” deals.”Jeff Spears, CEO of advice-firm service provider Sanctuary Wealth Services. |
The Hard Realities of Selling Your Firm
Tom Coyle | Financial Advisor IQ, January 2014
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Summary: When it comes time to sell your financial-advice business, it may help to know that your experience in assessing prospective clients gives you at least one skill that’s vital for making smart deals: a nose for a good fit.
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