Selling Your Practice: A Case Study

Selling Your Practice:
One Chance to Do it Right

The decision to sell a financial services practice is a difficult one for any advisor to make. After a lifetime of work to build your business, and after years of earning your clients' trust, how do you turn the job over to someone else?

When selling your practice, you get just one chance to do it right. This case study provides unique insights into the process and illustrates the opportunities–and the mistakes–that many first time sellers make.

Complete the form to download this 2014 Case Study.