Summary: After a gratifying 25-year career as a financial adviser, I began a search for an ideal buyer of my sole proprietor practice in 2010. Over two-and-a-half years, I interviewed 10 financial advisory firms that had the potential to be candidates until I narrowed it down and found a very reputable firm to take over my clients.
 In retrospect, I should have worked with a life coach to ascertain what my legacy was as an adviser and to find satisfactory closure. Also, I should have explored more deeply what else I wanted to pursue intellectually during the next phase of my life. I found out the hard way that you should have something to retire “to” when you retire “from” your life’s work."Emily M. Chiang, CFP®, business consultant, EMC Succession Planning LLC
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