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10 Steps to Prepare to Sell Your Financial Practice

10 Steps to Prepare to Sell Your Financial Practice

Legacy Builders
• 19 min
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In this episode of Legacy Builders, I explore the essential 10-step framework from Advisor Legacy to prepare your financial practice for sale. Selling your practice is often a once-in-a-lifetime event, and without proper planning, years of hard work can be undervalued. I delve into crucial steps like defining your 'why', getting a professional valuation, and telling your practice's story to attract the right buyer. We discuss the importance of managing client relationships, logging growth opportunities, and ensuring staff continuity. This episode is all about maximizing your firm's value and ensuring a smooth transition for your clients, team, and financial future. Join me as we unpack how to successfully transition your life's work and build a lasting legacy.