IN 1976 I went into business for myself. The business was a vending and food service company. When I started in the vending industry it was a strong one with reasonable growth. Fast forward twenty years and the industry had become one of the worst industries in the country. The business had gone from one with reasonable new business opportunities to one where it was a negative growth industry. It was the reason I wanted to move on. The … [Read more...]
You Don’t Have To Sell Your Practice!
Succession planning is a hot topic in the financial planning world. Not only for our clients but also for wealth management firms. It seems the only option owners of wealth management firms see for leaving their business is to sell to business to your key people or to an outside party. … [Read more...]
