5 Reasons to Consider Selling Your Practice Now

By Anthony Whitbeck, CFP, CLU
CEO of Key Management Group

After years of building a successful practice, advisors face both an emotional and financial decision regarding the sale of their practice. Emotionally, advisors have spent years building deep relationships with their clients, many who have become friends, and some who are like family. The thought of transferring these close relationships to someone else becomes very personal.

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The typical seller experience

In this 1 Minute Q&A, Todd Doherty, one of our M&A Experts answers the question: On financial advisory succession - What is the typical seller experience?