Summary: For advisors, the sale of their practice or firm may be the largest financial transaction they will ever handle and often represents their largest personal financial asset. As a result, it’s important to take the process seriously and begin to develop a timeline and a long-term strategy in order to achieve your goal of a smooth exit.
 When it comes to selling your advisory business -- just like the advice most advisors give their clients -- “The more time to plan and the more thought that goes into defining goals and objectives, typically, the better the outcomes."Shirl Penney, founder and chief executive officer, Dynasty Financial Partners |
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