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

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Paul Franco

Success with Succession

How to Sell Your Asset Management and Financial Advice Practice

Paul Franco

$28.95 $25.73

Paperback

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English

Lioncrest Publishing
06 February 2024

Financial accounting; Finance; Personal finance; Retirement

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.

By: Paul Franco
Imprint: Lioncrest Publishing
Dimensions: Height: 216mm, Width: 140mm, Spine: 9mm
Weight: 204g
ISBN: 9781544545028
ISBN 10: 1544545029
Pages: 156
Publication Date: 06 February 2024
Audience: General/trade , ELT Advanced
Format: Paperback
Publisher's Status: Active

Paul Franco is a Certified Financial Planner(TM)️️️, Chartered Financial Consultant(R)️️, Behavioral Financial Advisor, and founder of Life Well Lived Financial Group, an independent wealth management firm. A thirty-year veteran of the financial advising industry, Paul operates three locations in Colorado, where he enjoys skiing, hiking, running, fishing, and traveling.