 It seems like a big hurdle to buy a business, but it’s not bad if you baby-step your way through it. In the next 12 months, I’d like to be in the position to be ready to do it again.”Ken Weise
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Inside a Successful Succession
Megan Leonhardt | WealthManagement.com, February 2016
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Summary: Thomas “Tif” Joyce, a solo advisor and owner of Sonoma County Wealth Advisors, started thinking about retirement in 2010. He wanted to extract the financial value of the practice, of course, but among all the options to do that, there was one non-negotiable: Nothing could interrupt the lives of his clients or his clients’ children.
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