Thinking Outside the Box
A Sell and Stay® is an alternative path for an advisor who has unique goals and a desire for a career exit that doesn’t fit in any of the more common “exit plan” boxes. Falling somewhere between traditional merger and outright sale, the Sell and Stay® path allows for more flexibility in your exit to accommodate your unique plans for the future.
This path facilitates a variety of alternative exit goals including, but certainly not limited to:
- Transitioning to an “encore career”
- Focusing on professional tasks that bring joy
- Gradual, on-the-job retirement for a business without an internal successor
- Continued employment and income that accommodates chronic illness (for advisor or loved one)
In this resource, “Sell and Stay®: A Unique Path for Unique Goals,” we discuss the mechanics, buyer and seller benefits, and important considerations of the Sell and Stay® strategy. We explore some “out of the box” exit situations and how this unique path supports your individualized vision.
Sell and Stay® can be a good solution for the unique future you envision for yourself and your business.
Fill out the form to start your download.