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Success with Succession: How to Sell Your Asset Management and Financial Advice Practice

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You've spent your career preparing clients for retirement, but are you prepared for your own?


The strategies that could make or break you when selling your practice as a financial advisor are easy to overlook. From succession planning and exit strategies to valuation drivers and payout plans, your options are nearly endless-don't leave the most lucrative one on the table.


In Success with Succession, financial advisor and practice acquisition expert Paul Daniel Franco presents key considerati...