Early valuations and regular reviews can help you determine whether you can make the transition to retirement at any time. You also can account for changes - both internal and external - that may affect the value of your business
Not all prospective buyers start with a healthy practice and look for a roster of clients that suits their business
The key is finding a roster of clients that suits your business and showing that you are the right advisor to serve those clients
In part seven of a multi-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, discuss the top three tips you need to consider when buying a book of business.