Success with Succession: How to Sell Your Asset Management and Financial Advice Practice

You’ve spent your career preparing clients for retirement, but are you prepared for your own?

The strategies that could make or break you when selling your practice as a financial advisor are easy to overlook. From succession planning and exit strategies to valuation drivers and payout plans, your options are nearly endless-don’t leave the most lucrative one on the table.

In Success with Succession, financial advisor and practice acquisition expert Paul Daniel Franco presents key considerations, common misconceptions, and insightful strategies that can help you reap rewards from years of hard work. Whether you are approaching retirement or have years to go, are a sole practitioner or work with a firm, you’ll learn how to secure your legacy, protect your assets, and choose a strategy to maximize returns. It’s your turn to plan now. Success with Succession is the template every financial advisor needs to safeguard their work, their wealth, and their future.