When your successor, internal buyer or home office wants to “help you sell,” it can be a win or a warning sign. Our latest infographic breaks down four critical considerations every advisor should weigh:
- Valuation – Will it be fair and accurate or biased toward the buyer?
Structure – Are the deal terms designed to protect your best interests?
Process – Who’s leading the timeline, and are they moving too fast or too slow?
Representation – Do you have someone advocating solely for you?
Whether you’re exploring internal succession or weighing a third-party offer, this infographic highlights the hidden risks and the steps you can take to protect your legacy.
Download the infographic now to learn how SRG helps you navigate the sale on your terms.
