Endgame Planning: Maximizing Your Firm’s Value for a Successful Exit


Financial advisors nearing retirement can take steps right now to maximize the value of their practice in a hot market where wealth planning firms focused on fee-based business command attractive multiples. Finding the right people to take on leadership, institutionalizing the processes, and forging long-term relationships that support growth, especially through multi-generational structures like trusts, can significantly increase your payout when it comes time to move on.

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