Are you looking to sell your financial advisory business because you are approaching retirement or another life change? Author Emily Mei Chiang, CFP®, MBA guides you through the process as only someone who has done this successfully can. Selling Your Financial Advisory Practice: A Step-By-Step Workbook answers questions you may not even know to ask about • How to prepare to search for an ideal buyer • The interviewing process and the materials you will need • Common deal structures • What to do during the post-sale transition • Major practice differences that could derail the.
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