Top 4 exit strategies for financial advisers seeking succession

I recently participated in a webcast produced by InvestmentNews that focused on helping financial advisers answer the question: What is your practice worth? (Webcast available on-demand).

In an industry where the average age of a financial adviser is 56, the topic of exit strategies is a daily conversation at The Advisor Center. It's a difficult professional stage to navigate as advisers struggle to balance their financial investments (the value of their practice) with the responsibility of protecting their clients, with whom they have built lasting relationships.

In today's landscape, independent financial advisers are considering four different options.

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Top 4 exit strategies for financial advisers seeking succession:

For additional information regarding Florida business sales, acquisitions and valuations, please contact Eric J. Gall at info@buysellflbiz.com or 239.738.6227. Also, visit our Florida Business Exchange website at www.fbxbrokers.com and my personal website at www.buysellflbiz.com.