Rethinking Exit Strategies
Eric Leeper CFA®, VP Research and Analysis at FP Transitions
Fred Hanish, M&A Consultant at FP Transitions
With financial advisory valuations (especially RIAs) being at an all-time high, more advisors are gearing up to sell. We understand the driving forces behind this movement, as this is typically an owner's largest asset going into retirement. Before owners make any critical decisions about how to exit their business, we think there are some important things every owner should know! Even minor adjustments to your exit strategy can massively increase the value of your firm and create a legacy for your life's work.
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