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      2020 Advisor Mergers and Acquisitions Review

      2020 Advisor Mergers and Acquisitions Review

      Best Time to Sell Your Business

      Best Time to Sell Your Business

      2019 Advisor Mergers and Acquisitions Review

      2019 Advisor Mergers and Acquisitions Review

      Advisor to CEO – Best Practices for Your Growing Enterprise

      Advisor to CEO – Best Practices for Your Growing Enterprise

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      5 Mistakes to Avoid During an Acquisition

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      5 Land Mines that Could Blow Up the Value of Your Practice

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      6 Major Cost Considerations to Sell Your Business

      Mergers and Acquisitions 101: M&A for Financial Advisors

      Mergers and Acquisitions 101: M&A for Financial Advisors

      Five Myths in Succession Planning

      Five Myths in Succession Planning

      Should I Stay or Should I Go?

      Should I Stay or Should I Go?

      2020 Advisor M&A Takeaways Infographic

      2020 Advisor M&A Takeaways Infographic

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      Intrapreneur or Competitor?

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      • Kuo-Hsuan “David” Pan
      • Anden Leesley
      • Cliff Weiler
      • Robin Tippie

Minnesota Registered Representative for Sale

January 8, 2019 David Pan No Comments
Minnesota Registered Representative for Sale
Posted in : Practices for Sale — Tagged : Turnkey Deal Support

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Effective Strategies to Exit Your Business

Succession Planning can mean different things for you and for your peers. While it can be done internally within the team or sold externally to an industry peer, it requires a different timeline, planning, and strategy.

Whether you plan to slow down and retire now or in the next 5-10 years, this session will discuss:

  • The Levered Buy-In and Shared Growth Model (SRG’s award-winning solution), the two most effective strategies for internal succession
  • The most popular exit strategy for external sale
  • The four most common succession pitfalls every advisor should avoid

Join us to learn more and start your succession plan now!






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