Advisors increasingly see the value of independence. What remains to be proven, however, is whether it’s worth it.

The aging financial advisor population is driving the need for succession planning. For most advisors, this is the most important financial decision they will make. It comes with a myriad of questions. What are the benefits of selling to a third party versus a junior advisor? How do you get the timing right?

Financial advisors who are thinking about selling their firms are confronted by a wide variety of concerns. How do I know I’m getting the right price for my business? How do I know what it’s really worth? What if the buyer has funding trouble and we can’t get the deal done?