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Buyer and Seller

Case Study:

A Buyer and Seller Share Their Journey

Family led practices face many unique challenges as the grow and develop.

This is equally true when the founding generation decides to retire, and the next generation is left to face the realities of running a practice. For some, that reality isn’t the best fit for their career goals and strengths. Such was the case for Joseph Darpel III, a Raymond James advisor who quickly realized that, although he loved serving his clients, the role of practice owner wasn’t the way for him to do it. Little did he know, a win-win solution was close at hand. Read the full story by requesting your download now.

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