The Truth About Selling an International Financial Planning Business
About this episode
This episode explores the realities of selling a financial advice firm with insights from guest Dan Dickinson.
What actually determines whether a financial advice firm can be successfully sold? In this episode of Financial Planner Life, we sit down with Dan Dickinson to explore the reality behind selling a business and why most advisers are thinking about exit in the wrong way. From the outside, exit often looks like a financial event. Valuations, deal structures, and timing. But as Dan shares, the real pressure points sit elsewhere: in culture, in structure, and in whether a business can truly operat...
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