Sell and Stay: Monetizing Your Practice Before Retirement
Legacy Builders
In this episode of Legacy Builders, I dive into the strategic world of sell-and-stay arrangements for financial advisors nearing retirement. With a significant wave of retirements looming, it's crucial to monetize the equity in your practice before fully stepping away. I explore how sell-and-stay strategies offer a unique opportunity to secure financial futures while maintaining client relationships. We'll discuss the importance of proactive planning and the risks of inaction, including the five-year myth that can erode your practice's value. Discover how these strategies not only optimize financial outcomes but also enhance quality of life and ensure a smooth transition for clients. Join me as we uncover how to effectively safeguard your legacy and enjoy retirement on your terms.
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