 Transitioning your business to a successor isn’t an easy, straightforward process. But if you make a careful plan and follow its details, the continuing discussions surrounding the succession and the succession itself can proceed smoothlyMatt Matrisian, senior vice president and director of practice management, AssetMark |
5 Steps When Selling Your Firm to a Junior Advisor
Matt Matrisian | Financial Planning, October 2014
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Summary: If you are like many advisors, you may have decided that mentoring a junior associate to grow into and acquire your practice is the best option. Who better to succeed you and serve as a future internal buyer than one you have handpicked, someone who understands the hard work you put into the practice?
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