When should I sell my practice?

The decision to make your exit now or wait five years isn’t binary. Many variables could affect the outcome of your choice

A lmost half of advisors’ succession plans do not succeed as expected


“Coach’s Forum” is a place in which you can ask your questions, tell your stories or give your opinions on any aspect of practice management. For each column, George selects the most interesting and relevant comments from readers and offers his advice....

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