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Advisors prepare for a smooth transition before selling their firm

from Investor's Business Daily

Advisors prepare for a smooth transition before selling their firm Investor's Business Daily Advisors spend decades building a successful business. It's their core asset. That's why the prospect of selling it can prove both momentous and stressful. When weighing whether to sell, advisors consider a range of factors. What kind of lifestyle do they want at this point in their career? Will a sale enable them to serve existing clients better and attract new ones? To what extent will the new business produce economies of scale, cost savings and other benefits for themselves and their employees? READ MORE

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