 You make a lot of decisions for your clients over the years. This is the last one you are going to make, and you don't want it coming back to you."William Bengen, panelist at NAPFA's annual conference. |
23 Tips for Selling a Solo Practice
Ann Marsh | Financial Planning, May 2014
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Summary: Nancy Nelson never planned on selling her practice. "I thought my clients would gradually die, I wouldn't take their kids and my practice would just go down and down," the Olympia, Wash., planner told a crowded room at NAPFA's annual conference. Two things changed Nelson's thinking, she told listeners during a panel on selling a solo firm: She watched a friend sell her solo practice for a lot of money. Then, practically overnight, she wanted out herself.
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