Nine Questions to Ask If You're Thinking of Selling Your Financial Advisory Firm

There are many reasons why you might be considering the sale of your financial advisory (FA) firm, or client bank. From seeking an exit strategy for retirement, to reducing the burden of compliance in order to spend more time with clients, selling a business can provide a host of rewards – both financial and otherwise. While we reflected on the reasons for sale in our recent blog, all too often however, you hear tales of the ‘post-handshake’ reality being somewhat different to expectations. Gaining the satisfaction, you are seeking following an acquisition – whether that’s in retirement or otherwise – can often be difficult.

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